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 | $41,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,068 | $87,870+18.4% | $113,168-8.0% | $74,304+40.1% |
| Participation rate | 99.5% | 70.7%+28.8pp | 76.6%+22.9pp | 60.3%+39.2pp |
| Annual return | 18.06% | 26.44%-8.4pp | 24.27%-6.2pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,537 | $2,277+11.4% | $2,975-14.7% | $2,241+13.2% |
| Participant deferral / active EE | $5,197 | $4,241+22.6% | $5,107+1.8% | $3,767+38.0% |
| Admin fee / account holder | $176 | $3,368-94.8% | $12,068-98.5% | $2,969-94.1% |