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 | $23,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,177 | $83,902-4.4% | $167,512-52.1% | $84,808-5.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 20.83% | 91.55%-70.7pp | 1615.79%-1595.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $7,147 | $2,264+215.7% | $3,882+84.1% | $2,631+171.6% |
| Participant deferral / active EE | $11,136 | $4,442+150.7% | $6,405+73.9% | $4,212+164.4% |
| Admin fee / account holder | $205 | $7,915-97.4% | $9,769-97.9% | $7,344-97.2% |