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 | $12,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,100 | $81,908+32.0% | $90,749+19.1% | $64,808+66.8% |
| Participation rate | 96.4% | 80.5%+15.9pp | 75.7%+20.7pp | 71.5%+24.9pp |
| Annual return | -10.46% | -12.53%+2.1pp | -12.16%+1.7pp | 32.82%-43.3pp |
| Employer contribution / active EE | $6,137 | $3,065+100.2% | $2,921+110.1% | $2,506+144.9% |
| Participant deferral / active EE | $4,175 | $4,840-13.8% | $4,564-8.5% | $4,310-3.1% |
| Admin fee / account holder | $32 | $157-79.5% | $8,445-99.6% | $188-82.8% |