See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,823 | $54,517+0.6% | $75,972-27.8% | $74,495-26.4% |
| Participation rate | 91.5% | 60.3%+31.2pp | 69.1%+22.4pp | 67.2%+24.3pp |
| Annual return | 13.61% | 31.82%-18.2pp | 359.55%-345.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,789 | $1,777+0.7% | $2,685-33.4% | $2,623-31.8% |
| Participant deferral / active EE | $4,344 | $3,066+41.7% | $4,255+2.1% | $4,3460% |
| Admin fee / account holder | $149 | $2,229-93.3% | $6,467-97.7% | $1,942-92.3% |