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 | $6,577 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $2,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,019 | $84,487+18.4% | $125,339-20.2% | $66,914+49.5% |
| Participation rate | 96.8% | 76.4%+20.3pp | 82.4%+14.4pp | 69.8%+27.0pp |
| Annual return | -15.23% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,987 | $3,553-44.1% | $4,814-58.7% | $2,544-21.9% |
| Participant deferral / active EE | $6,268 | $6,781-7.6% | $7,446-15.8% | $4,237+47.9% |
| Admin fee / account holder | $26 | $685-96.3% | $10,010-99.7% | $593-95.7% |