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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,651 | $47,126-39.2% | $149,673-80.9% | $74,419-61.5% |
| Participation rate | 98.9% | 63.4%+35.5pp | 78.8%+20.1pp | 70.7%+28.2pp |
| Annual return | 15.39% | 22.75%-7.4pp | 134.42%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $2,379 | $1,905+24.8% | $4,818-50.6% | $2,637-9.8% |
| Participant deferral / active EE | $4,265 | $2,728+56.4% | $5,680-24.9% | $4,528-5.8% |
| Admin fee / account holder | $42 | $343-87.7% | $13,210-99.7% | $348-87.8% |