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 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $190 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,378 | $102,553-32.3% | $151,611-54.2% | $66,914+3.7% |
| Participation rate | 81.3% | 85.5%-4.3pp | 87.5%-6.2pp | 69.8%+11.4pp |
| Annual return | -12.48% | -10.82%-1.7pp | 3.33%-15.8pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,002 | $4,180-52.1% | $6,166-67.5% | $2,544-21.3% |
| Participant deferral / active EE | $3,430 | $6,641-48.4% | $8,363-59.0% | $4,237-19.0% |
| Admin fee / account holder | $12 | $630-98.2% | $11,616-99.9% | $593-98.0% |