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 | $6,688 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,811 | $84,784+121.5% | $98,439+90.8% | $74,419+152.4% |
| Participation rate | 98.8% | 81.5%+17.3pp | 75.2%+23.7pp | 70.7%+28.1pp |
| Annual return | 19.99% | 20.59%-0.6pp | 21.16%-1.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $3,781 | $3,364+12.4% | $3,048+24.0% | $2,637+43.4% |
| Participant deferral / active EE | $10,307 | $5,218+97.5% | $4,738+117.5% | $4,528+127.6% |
| Admin fee / account holder | $26 | $204-87.3% | $8,948-99.7% | $348-92.5% |