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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,290 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,899 | $76,050-34.4% | $96,544-48.3% | $71,457-30.2% |
| Participation rate | 91.3% | 74.4%+16.9pp | 76.0%+15.4pp | 67.9%+23.4pp |
| Annual return | 14.10% | 22.81%-8.7pp | 25.84%-11.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,224 | $2,244-45.5% | $2,965-58.7% | $2,588-52.7% |
| Participant deferral / active EE | $3,417 | $4,215-18.9% | $4,851-29.6% | $4,289-20.3% |
| Admin fee / account holder | $213 | $2,707-92.1% | $8,252-97.4% | $1,587-86.6% |