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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,906 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,658 | $71,516+18.4% | $98,439-14.0% | $71,457+18.5% |
| Participation rate | 80.7% | 72.7%+8.0pp | 75.2%+5.6pp | 67.9%+12.8pp |
| Annual return | 21.54% | 32.41%-10.9pp | 21.16%+0.4pp | 28.85%-7.3pp |
| Employer contribution / active EE | $3,149 | $2,399+31.3% | $3,048+3.3% | $2,588+21.7% |
| Participant deferral / active EE | $5,362 | $4,109+30.5% | $4,738+13.2% | $4,289+25.0% |
| Admin fee / account holder | $216 | $1,675-87.1% | $8,948-97.6% | $1,587-86.4% |