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 | $24,569 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,126 | $71,516-69.1% | $98,439-77.5% | $71,457-69.0% |
| Participation rate | 95.8% | 72.7%+23.1pp | 75.2%+20.6pp | 67.9%+27.8pp |
| Annual return | 11.07% | 32.41%-21.3pp | 21.16%-10.1pp | 28.85%-17.8pp |
| Employer contribution / active EE | $2,495 | $2,399+4.0% | $3,048-18.1% | $2,588-3.6% |
| Participant deferral / active EE | $2,186 | $4,109-46.8% | $4,738-53.9% | $4,289-49.0% |
| Admin fee / account holder | $93 | $1,675-94.4% | $8,948-99.0% | $1,587-94.1% |