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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $7,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,058 | $87,870+41.2% | $113,168+9.6% | $74,304+67.0% |
| Participation rate | 70.0% | 70.7%-0.7pp | 76.6%-6.6pp | 60.3%+9.7pp |
| Annual return | 18.27% | 26.44%-8.2pp | 24.27%-6.0pp | 29.43%-11.2pp |
| Employer contribution / active EE | $712 | $2,277-68.7% | $2,975-76.1% | $2,241-68.2% |
| Participant deferral / active EE | $4,114 | $4,241-3.0% | $5,107-19.4% | $3,767+9.2% |
| Admin fee / account holder | $84 | $3,368-97.5% | $12,068-99.3% | $2,969-97.2% |