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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $89,367 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,765 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,707 | $148,970+0.5% | $136,007+10.1% | $199,768-25.1% |
| Participation rate | 96.7% | 79.4%+17.3pp | 76.5%+20.2pp | 72.0%+24.6pp |
| Annual return | 15.38% | 27.07%-11.7pp | 579.32%-563.9pp | 34.26%-18.9pp |
| Employer contribution / active EE | $2,777 | $3,561-22.0% | $4,215-34.1% | $3,037-8.5% |
| Participant deferral / active EE | $9,097 | $6,140+48.2% | $7,024+29.5% | $5,090+78.7% |
| Admin fee / account holder | $86 | $144-40.5% | $6,858-98.8% | $269-68.2% |