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 | $10,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,608 | $64,119-8.6% | $112,228-47.8% | $66,914-12.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.31% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $989 | $3,005-67.1% | $3,635-72.8% | $2,544-61.1% |
| Participant deferral / active EE | $3,912 | $3,693+5.9% | $4,728-17.3% | $4,237-7.7% |
| Admin fee / account holder | $64 | $625-89.8% | $6,410-99.0% | $593-89.3% |