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 | $12,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,817 | $76,670-16.8% | $96,683-34.0% | $71,457-10.7% |
| Participation rate | 96.9% | 66.6%+30.4pp | 74.3%+22.6pp | 67.9%+29.0pp |
| Annual return | 16.72% | 48.29%-31.6pp | 35.69%-19.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $5,194 | $3,031+71.3% | $3,737+39.0% | $2,588+100.7% |
| Participant deferral / active EE | $4,577 | $3,771+21.4% | $4,878-6.2% | $4,289+6.7% |
| Admin fee / account holder | $70 | $2,028-96.6% | $6,730-99.0% | $1,587-95.6% |