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 | $122,789 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,893 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,335 | $50,982+2.7% | $154,803-66.2% | $85,563-38.8% |
| Participation rate | 92.2% | 59.8%+32.5pp | 78.1%+14.2pp | 66.0%+26.3pp |
| Annual return | 17.10% | 30.35%-13.3pp | 58.88%-41.8pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,653 | $1,708+55.3% | $4,305-38.4% | $2,6540% |
| Participant deferral / active EE | $4,616 | $2,474+86.6% | $5,540-16.7% | $4,375+5.5% |
| Admin fee / account holder | $112 | $846-86.8% | $14,329-99.2% | $834-86.6% |