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 6-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 | $97,590 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,728 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $20 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,995 | $92,055+38.0% | $106,213+19.6% | $77,643+63.6% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 16.20% | 17.91%-1.7pp | 116.14%-99.9pp | 31.24%-15.0pp |
| Employer contribution / active EE | $4,491 | $3,367+33.4% | $3,171+41.6% | $2,726+64.8% |
| Participant deferral / active EE | $9,268 | $5,386+72.1% | $5,016+84.8% | $4,647+99.4% |
| Admin fee / account holder | $178 | $219-18.6% | $11,033-98.4% | $430-58.6% |