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: EMPOWERANNUITY INSURANCE COMPANY OF Service code 62 8515 EAST ORCHARD ROAD · GREEONWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,111 | $52,208+109.0% | $86,612+26.0% | $74,419+46.6% |
| Participation rate | 94.8% | 66.3%+28.5pp | 71.7%+23.1pp | 70.7%+24.1pp |
| Annual return | 16.40% | 44.46%-28.1pp | 591.07%-574.7pp | 34.38%-18.0pp |
| Employer contribution / active EE | $4,135 | $2,282+81.2% | $3,022+36.8% | $2,637+56.8% |
| Participant deferral / active EE | $7,014 | $3,383+107.3% | $4,438+58.0% | $4,528+54.9% |
| Admin fee / account holder | $0 | $319-100.0% | $5,614-100.0% | $348-100.0% |