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 3-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 | $16,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,610 | $77,314-17.7% | $177,989-64.3% | $80,856-21.3% |
| Participation rate | 94.4% | 65.7%+28.7pp | 77.1%+17.4pp | 67.6%+26.8pp |
| Annual return | 15.53% | 18.09%-2.6pp | 294.48%-279.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $6,718 | $2,292+193.1% | $3,949+70.1% | $2,755+143.9% |
| Participant deferral / active EE | $9,926 | $4,411+125.0% | $6,276+58.1% | $4,296+131.1% |
| Admin fee / account holder | $156 | $7,191-97.8% | $10,363-98.5% | $6,918-97.7% |