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 | $18,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,885 | $59,805-56.7% | $79,550-67.5% | $68,494-62.2% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.5%+28.4pp | 67.9%+30.0pp |
| Annual return | -13.09% | -12.30%-0.8pp | 0.16%-13.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,679 | $1,505+11.6% | $2,413-30.4% | $2,596-35.3% |
| Participant deferral / active EE | $2,841 | $3,024-6.1% | $3,985-28.7% | $4,027-29.5% |
| Admin fee / account holder | $122 | $4,835-97.5% | $6,832-98.2% | $5,403-97.7% |