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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,863 | $129,021+58.0% | $184,203+10.7% | $77,643+162.6% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.8%+9.0pp | 70.6%+25.3pp |
| Annual return | 13.84% | 33.27%-19.4pp | 28.81%-15.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $6,704 | $4,413+51.9% | $6,427+4.3% | $2,726+146.0% |
| Participant deferral / active EE | $7,476 | $7,297+2.4% | $9,131-18.1% | $4,647+60.9% |
| Admin fee / account holder | $78 | $254-69.4% | $13,901-99.4% | $430-82.0% |