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 | $56,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,223 | $80,724+96.0% | $103,333+53.1% | $74,495+112.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 16.99% | 27.56%-10.6pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $6,346 | $3,157+101.0% | $3,868+64.1% | $2,623+141.9% |
| Participant deferral / active EE | $9,799 | $3,860+153.9% | $5,057+93.8% | $4,346+125.5% |
| Admin fee / account holder | $192 | $2,368-91.9% | $8,355-97.7% | $1,942-90.1% |