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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,057 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,468 | $68,346-29.1% | $94,646-48.8% | $75,163-35.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 9.89% | 616.93%-607.0pp | 156.71%-146.8pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,333 | $2,701-50.7% | $3,672-63.7% | $2,670-50.1% |
| Participant deferral / active EE | $3,294 | $6,537-49.6% | $7,418-55.6% | $4,125-20.1% |
| Admin fee / account holder | $91 | $5,326-98.3% | $7,231-98.7% | $5,651-98.4% |