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 | $87,870-25.2% | $113,168-41.9% | $74,304-11.6% |
| Participation rate | 86.5% | 70.7%+15.7pp | 76.6%+9.9pp | 60.3%+26.1pp |
| Annual return | 13.81% | 26.44%-12.6pp | 24.27%-10.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,163 | $2,277-5.0% | $2,975-27.3% | $2,241-3.5% |
| Participant deferral / active EE | $3,409 | $4,241-19.6% | $5,107-33.2% | $3,767-9.5% |
| Admin fee / account holder | $195 | $3,368-94.2% | $12,068-98.4% | $2,969-93.4% |