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 9-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 | $66,462 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,545 | $47,722-38.1% | $82,719-64.3% | $64,808-54.4% |
| Participation rate | 94.4% | 67.6%+26.7pp | 72.6%+21.8pp | 71.5%+22.9pp |
| Annual return | -12.93% | -13.05%+0.1pp | 701.18%-714.1pp | 32.82%-45.7pp |
| Employer contribution / active EE | $1,069 | $2,179-50.9% | $3,009-64.5% | $2,506-57.3% |
| Participant deferral / active EE | $2,418 | $3,329-27.4% | $4,395-45.0% | $4,310-43.9% |
| Admin fee / account holder | $117 | $143-17.8% | $5,329-97.8% | $188-37.5% |