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 | $3,245 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,444 | $119,446+128.1% | $150,045+81.6% | $85,563+218.4% |
| Participation rate | 90.0% | 75.4%+14.5pp | 82.3%+7.6pp | 66.0%+24.0pp |
| Annual return | 16.74% | 23.72%-7.0pp | 62.55%-45.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $8,292 | $4,078+103.3% | $4,693+76.7% | $2,654+212.5% |
| Participant deferral / active EE | $12,653 | $7,985+58.5% | $7,997+58.2% | $4,375+189.2% |
| Admin fee / account holder | $9 | $548-98.4% | $13,435-99.9% | $834-98.9% |