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 | $125 |
Participant 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 | $121,193 | $130,194-6.9% | $169,993-28.7% | $71,457+69.6% |
| Participation rate | 98.5% | 86.1%+12.3pp | 87.0%+11.5pp | 67.9%+30.6pp |
| Annual return | 16.65% | 20.37%-3.7pp | 53.37%-36.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $5,664 | $4,381+29.3% | $6,785-16.5% | $2,588+118.9% |
| Participant deferral / active EE | $3,561 | $6,923-48.6% | $10,408-65.8% | $4,289-17.0% |
| Admin fee / account holder | $1 | $966-99.9% | $12,815-100.0% | $1,587-100.0% |