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 | $22,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,755 | $91,407+16.8% | $135,903-21.4% | $71,457+49.4% |
| Participation rate | 91.4% | 75.7%+15.7pp | 81.9%+9.4pp | 67.9%+23.4pp |
| Annual return | 21.11% | 29.90%-8.8pp | 68.23%-47.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,791 | $3,703-51.6% | $4,856-63.1% | $2,588-30.8% |
| Participant deferral / active EE | $5,612 | $7,092-20.9% | $7,758-27.7% | $4,289+30.9% |
| Admin fee / account holder | $93 | $1,266-92.6% | $10,762-99.1% | $1,587-94.1% |