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 | $4,075 |
Annual investment return 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 | $53,764 | $49,915+7.7% | $154,803-65.3% | $74,304-27.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 7.02% | 34.06%-27.0pp | 58.88%-51.9pp | 29.43%-22.4pp |
| Employer contribution / active EE | $1,389 | $1,611-13.8% | $4,305-67.7% | $2,241-38.0% |
| Participant deferral / active EE | $3,414 | $2,255+51.4% | $5,540-38.4% | $3,767-9.4% |
| Admin fee / account holder | $7 | $2,189-99.7% | $14,329-99.9% | $2,969-99.8% |