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 9-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 | $30,486 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,509 | $115,744-51.2% | $100,391-43.7% | $199,593-71.7% |
| Participation rate | 98.6% | 85.7%+12.9pp | 81.5%+17.1pp | 72.0%+26.6pp |
| Annual return | 16.56% | 17.79%-1.2pp | 49.20%-32.6pp | 34.25%-17.7pp |
| Employer contribution / active EE | $2,969 | $3,657-18.8% | $3,942-24.7% | $3,034-2.1% |
| Participant deferral / active EE | $5,755 | $9,844-41.5% | $8,082-28.8% | $5,087+13.1% |
| Admin fee / account holder | $26 | $93-71.5% | $7,899-99.7% | $269-90.1% |