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 | $2,367 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,280 | $106,028+109.6% | $146,958+51.3% | $77,643+186.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.51% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $11,384 | $4,063+180.2% | $4,933+130.8% | $2,726+317.6% |
| Participant deferral / active EE | $13,336 | $7,990+66.9% | $8,070+65.3% | $4,647+187.0% |
| Admin fee / account holder | $5 | $337-98.5% | $12,998-100.0% | $430-98.8% |