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 | $90,436 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,839 | $42,353+72.0% | $79,550-8.4% | $64,808+12.4% |
| Participation rate | 78.7% | 64.8%+13.9pp | 69.5%+9.2pp | 71.5%+7.2pp |
| Annual return | -14.59% | -12.24%-2.4pp | 0.16%-14.8pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,876 | $1,181+143.6% | $2,413+19.2% | $2,506+14.8% |
| Participant deferral / active EE | $5,692 | $3,170+79.5% | $3,985+42.8% | $4,310+32.1% |
| Admin fee / account holder | $290 | $160+81.4% | $6,832-95.8% | $188+54.2% |