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 | $813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,507 | $87,870-25.5% | $113,168-42.1% | $74,304-11.8% |
| Participation rate | 79.5% | 70.7%+8.7pp | 76.6%+2.9pp | 60.3%+19.1pp |
| Annual return | 15.15% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,811 | $2,277-20.4% | $2,975-39.1% | $2,241-19.2% |
| Participant deferral / active EE | $3,575 | $4,241-15.7% | $5,107-30.0% | $3,767-5.1% |
| Admin fee / account holder | $6 | $3,368-99.8% | $12,068-100.0% | $2,969-99.8% |