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 | $19,854 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,787 | $91,407-19.3% | $135,903-45.7% | $71,457+3.3% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 20.20% | 29.90%-9.7pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,492 | $3,703-59.7% | $4,856-69.3% | $2,588-42.3% |
| Participant deferral / active EE | $8,161 | $7,092+15.1% | $7,758+5.2% | $4,289+90.3% |
| Admin fee / account holder | $233 | $1,266-81.6% | $10,762-97.8% | $1,587-85.3% |