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 | $28,155 |
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 | $27,725 | $78,485-64.7% | $106,213-73.9% | $74,495-62.8% |
| Participation rate | 98.0% | 72.8%+25.2pp | 75.3%+22.8pp | 67.2%+30.8pp |
| Annual return | 12.07% | 15.95%-3.9pp | 116.14%-104.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,022 | $2,523+19.8% | $3,171-4.7% | $2,623+15.2% |
| Participant deferral / active EE | $2,893 | $4,322-33.1% | $5,016-42.3% | $4,346-33.4% |
| Admin fee / account holder | $117 | $2,232-94.8% | $11,033-98.9% | $1,942-94.0% |