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 | $131,801 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,322 | $129,021-30.0% | $184,203-51.0% | $77,643+16.3% |
| Participation rate | 81.0% | 87.3%-6.4pp | 86.8%-5.8pp | 70.6%+10.4pp |
| Annual return | 15.56% | 33.27%-17.7pp | 28.81%-13.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,399 | $4,413-23.0% | $6,427-47.1% | $2,726+24.7% |
| Participant deferral / active EE | $11,802 | $7,297+61.7% | $9,131+29.2% | $4,647+153.9% |
| Admin fee / account holder | $136 | $254-46.6% | $13,901-99.0% | $430-68.5% |