Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,538 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,311 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,761 | $54,193-8.2% | $93,654-46.9% | $77,671-35.9% |
| Participation rate | 98.3% | 63.9%+34.3pp | 68.7%+29.5pp | 70.6%+27.7pp |
| Annual return | 14.92% | 30.54%-15.6pp | 133.34%-118.4pp | 31.21%-16.3pp |
| Employer contribution / active EE | $1,323 | $1,168+13.2% | $2,421-45.4% | $2,726-51.5% |
| Participant deferral / active EE | $5,631 | $3,144+79.1% | $4,413+27.6% | $4,648+21.2% |
| Admin fee / account holder | $207 | $576-64.0% | $8,282-97.5% | $430-51.9% |