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 | $33,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,061 | $76,670+102.2% | $96,683+60.4% | $71,457+117.0% |
| Participation rate | 98.5% | 66.6%+31.9pp | 74.3%+24.2pp | 67.9%+30.6pp |
| Annual return | 19.06% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.8pp |
| Employer contribution / active EE | $6,194 | $3,031+104.3% | $3,737+65.8% | $2,588+139.4% |
| Participant deferral / active EE | $9,198 | $3,771+143.9% | $4,878+88.6% | $4,289+114.5% |
| Admin fee / account holder | $124 | $2,028-93.9% | $6,730-98.2% | $1,587-92.2% |