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 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,978 |
Service code 13 · EIN 74-5533381 | Contract Administrator | $19,714 |
Employer contribution per participant 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 | $10,515 | $82,972-87.3% | $103,374-89.8% | $77,671-86.5% |
| Participation rate | 92.1% | 71.5%+20.5pp | 74.5%+17.5pp | 70.6%+21.5pp |
| Annual return | 15.96% | 19.14%-3.2pp | 24.89%-8.9pp | 31.21%-15.3pp |
| Employer contribution / active EE | $424 | $3,554-88.1% | $3,869-89.0% | $2,726-84.4% |
| Participant deferral / active EE | $2,105 | $4,108-48.8% | $5,058-58.4% | $4,648-54.7% |
| Admin fee / account holder | $49 | $639-92.3% | $8,394-99.4% | $430-88.6% |