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 | $14,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,305 | $101,724-56.4% | $164,813-73.1% | $80,856-45.2% |
| Participation rate | 98.6% | 71.8%+26.8pp | 78.6%+20.0pp | 67.6%+31.0pp |
| Annual return | 13.58% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,154 | $2,953+6.8% | $4,341-27.3% | $2,755+14.5% |
| Participant deferral / active EE | $6,103 | $4,477+36.3% | $6,031+1.2% | $4,296+42.1% |
| Admin fee / account holder | $89 | $8,227-98.9% | $12,690-99.3% | $6,918-98.7% |