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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $218,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,817 | $44,897+84.5% | $84,966-2.5% | $199,593-58.5% |
| Participation rate | 97.4% | 45.7%+51.7pp | 67.5%+29.9pp | 72.0%+25.4pp |
| Annual return | 16.18% | 20.96%-4.8pp | 66.38%-50.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,981 | $1,365+45.1% | $2,727-27.3% | $3,034-34.7% |
| Participant deferral / active EE | $4,745 | $2,668+77.8% | $4,519+5.0% | $5,087-6.7% |
| Admin fee / account holder | $151 | $584-74.2% | $6,149-97.5% | $269-43.9% |