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 | $1,651 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,643 | $82,664-37.5% | $125,339-58.8% | $68,494-24.6% |
| Participation rate | 76.8% | 75.0%+1.8pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -15.06% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,893 | $3,381-44.0% | $4,814-60.7% | $2,596-27.1% |
| Participant deferral / active EE | $4,642 | $6,110-24.0% | $7,446-37.7% | $4,027+15.3% |
| Admin fee / account holder | $17 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |