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 6-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,631 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,238 | $88,634-32.0% | $101,326-40.5% | $74,304-18.9% |
| Participation rate | 94.6% | 76.9%+17.8pp | 81.5%+13.1pp | 60.3%+34.3pp |
| Annual return | 20.47% | 33.10%-12.6pp | 36.82%-16.3pp | 29.43%-9.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $16,166 | $7,322+120.8% | $7,994+102.2% | $3,767+329.1% |
| Admin fee / account holder | $106 | $2,425-95.6% | $11,185-99.1% | $2,969-96.4% |