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 | $172,118 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,634 | $88,890-58.8% | $102,423-64.2% | $77,643-52.8% |
| Participation rate | 98.2% | 80.9%+17.3pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 11.82% | 24.98%-13.2pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,227 | $2,698-54.5% | $3,023-59.4% | $2,726-55.0% |
| Participant deferral / active EE | $2,915 | $5,145-43.3% | $5,053-42.3% | $4,647-37.3% |
| Admin fee / account holder | $160 | $235-32.0% | $9,451-98.3% | $430-62.8% |