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 | $59,432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,739 | $89,436+93.1% | $164,813+4.8% | $77,643+122.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 78.6%+11.4pp | 70.6%+19.4pp |
| Annual return | 14.71% | 28.83%-14.1pp | 69.93%-55.2pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,969 | $2,569+15.6% | $4,341-31.6% | $2,726+8.9% |
| Participant deferral / active EE | $8,014 | $4,897+63.7% | $6,031+32.9% | $4,647+72.4% |
| Admin fee / account holder | $143 | $339-58.0% | $12,690-98.9% | $430-66.9% |