Filed June 30, 2023
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 | $32,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,856 | $44,984+222.0% | $85,009+70.4% | $74,546+94.3% |
| Participation rate | 95.2% | 49.4%+45.8pp | 67.5%+27.6pp | 67.2%+27.9pp |
| Annual return | 11.39% | 26.25%-14.9pp | 66.47%-55.1pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $6,720 | $1,458+360.9% | $2,728+146.3% | $2,624+156.1% |
| Participant deferral / active EE | $9,449 | $2,733+245.7% | $4,522+109.0% | $4,347+117.3% |
| Admin fee / account holder | $133 | $2,208-94.0% | $6,153-97.8% | $1,944-93.2% |