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 | $42,833 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,366 | $130,194-44.4% | $169,993-57.4% | $71,457+1.3% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 19.01% | 20.37%-1.4pp | 53.37%-34.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $3,001 | $4,381-31.5% | $6,785-55.8% | $2,588+16.0% |
| Participant deferral / active EE | $7,904 | $6,923+14.2% | $10,408-24.1% | $4,289+84.3% |
| Admin fee / account holder | $142 | $966-85.3% | $12,815-98.9% | $1,587-91.1% |