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 | $23,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,187 | $72,607-72.2% | $90,749-77.8% | $66,914-69.8% |
| Participation rate | 94.1% | 73.7%+20.4pp | 75.7%+18.4pp | 69.8%+24.3pp |
| Annual return | -16.19% | -12.28%-3.9pp | -12.16%-4.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,227 | $2,369-6.0% | $2,921-23.7% | $2,544-12.5% |
| Participant deferral / active EE | $1,889 | $3,977-52.5% | $4,564-58.6% | $4,237-55.4% |
| Admin fee / account holder | $88 | $707-87.6% | $8,445-99.0% | $593-85.3% |