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 | $70,746 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $177 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,142 | $101,317+374.9% | $146,958+227.4% | $74,495+545.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.19% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $17,002 | $3,810+346.2% | $4,933+244.7% | $2,623+548.2% |
| Participant deferral / active EE | $10,052 | $7,303+37.6% | $8,070+24.6% | $4,346+131.3% |
| Admin fee / account holder | $191 | $1,739-89.0% | $12,998-98.5% | $1,942-90.1% |