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 | $202,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,577 | $40,278+85.2% | $80,569-7.4% | $80,160-7.0% |
| Participation rate | 98.2% | 47.5%+50.6pp | 67.0%+31.2pp | 72.9%+25.2pp |
| Annual return | 21.46% | 50.86%-29.4pp | 935.43%-914.0pp | 40.38%-18.9pp |
| Employer contribution / active EE | $1,973 | $1,332+48.1% | $2,723-27.6% | $2,978-33.7% |
| Participant deferral / active EE | $4,687 | $2,696+73.9% | $4,447+5.4% | $5,017-6.6% |
| Admin fee / account holder | $142 | $210-32.3% | $5,377-97.4% | $145-1.7% |