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 | $45,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,706 | $202,156-57.6% | $184,203-53.5% | - |
| Participation rate | 99.2% | 85.7%+13.5pp | 86.8%+12.4pp | - |
| Annual return | 15.93% | 6.91%+9.0pp | 28.81%-12.9pp | - |
| Employer contribution / active EE | $3,055 | $4,387-30.4% | $6,427-52.5% | - |
| Participant deferral / active EE | $7,837 | $6,520+20.2% | $9,131-14.2% | - |
| Admin fee / account holder | $144 | $12,473-98.8% | $13,901-99.0% | - |