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 | $12,073 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,253 | $65,435-55.3% | $86,677-66.3% | $66,914-56.3% |
| Participation rate | 72.1% | 75.5%-3.4pp | 76.6%-4.5pp | 69.8%+2.3pp |
| Annual return | -13.66% | -10.89%-2.8pp | 35.91%-49.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,442 | $2,153-33.0% | $2,836-49.2% | $2,544-43.3% |
| Participant deferral / active EE | $2,752 | $4,100-32.9% | $4,656-40.9% | $4,237-35.0% |
| Admin fee / account holder | $158 | $642-75.4% | $7,493-97.9% | $593-73.4% |