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 9-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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,662 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,523 | $80,968-75.9% | $96,544-79.8% | $75,163-74.0% |
| Participation rate | 73.3% | 71.8%+1.5pp | 76.0%-2.7pp | 67.2%+6.1pp |
| Annual return | 14.14% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,279 | $2,282-44.0% | $2,965-56.9% | $2,670-52.1% |
| Participant deferral / active EE | $1,991 | $3,928-49.3% | $4,851-59.0% | $4,125-51.7% |
| Admin fee / account holder | $179 | $6,724-97.3% | $8,252-97.8% | $5,651-96.8% |