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 | $80 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,202 | $76,050+47.5% | $96,544+16.2% | $71,457+57.0% |
| Participation rate | 85.0% | 74.4%+10.6pp | 76.0%+9.0pp | 67.9%+17.1pp |
| Annual return | 16.98% | 22.81%-5.8pp | 25.84%-8.9pp | 28.85%-11.9pp |
| Employer contribution / active EE | $4,494 | $2,244+100.2% | $2,965+51.6% | $2,588+73.7% |
| Participant deferral / active EE | $4,033 | $4,215-4.3% | $4,851-16.9% | $4,289-6.0% |
| Admin fee / account holder | $1 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |