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 | $44,960+222.2% | $84,966+70.5% | $74,495+94.5% |
| Participation rate | 95.2% | 49.4%+45.8pp | 67.5%+27.7pp | 67.2%+28.0pp |
| Annual return | 11.39% | 26.24%-14.8pp | 66.38%-55.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $6,720 | $1,457+361.2% | $2,727+146.4% | $2,623+156.2% |
| Participant deferral / active EE | $9,449 | $2,731+246.0% | $4,519+109.1% | $4,346+117.4% |
| Admin fee / account holder | $133 | $2,209-94.0% | $6,149-97.8% | $1,942-93.2% |