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 | $37,779 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,702 | $85,515-23.2% | $112,040-41.4% | $67,986-3.4% |
| Participation rate | 86.5% | 68.2%+18.2pp | 76.5%+10.0pp | 57.2%+29.3pp |
| Annual return | 13.81% | 29.68%-15.9pp | 24.52%-10.7pp | 31.67%-17.9pp |
| Employer contribution / active EE | $2,163 | $2,191-1.3% | $2,954-26.8% | $2,019+7.2% |
| Participant deferral / active EE | $3,409 | $4,014-15.1% | $5,098-33.1% | $3,358+1.5% |
| Admin fee / account holder | $195 | $3,774-94.8% | $12,098-98.4% | $3,203-93.9% |