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 | $1,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,590 | $89,436+131.0% | $164,813+25.3% | $77,643+166.1% |
| Participation rate | 79.9% | 78.6%+1.3pp | 78.6%+1.3pp | 70.6%+9.4pp |
| Annual return | 12.47% | 28.83%-16.4pp | 69.93%-57.5pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,989 | $2,569+55.3% | $4,341-8.1% | $2,726+46.3% |
| Participant deferral / active EE | $3,771 | $4,897-23.0% | $6,031-37.5% | $4,647-18.9% |
| Admin fee / account holder | $3 | $339-99.0% | $12,690-100.0% | $430-99.2% |