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 | $50,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,751 | $92,971+10.5% | $96,683+6.3% | $74,419+38.1% |
| Participation rate | 87.1% | 71.5%+15.5pp | 74.3%+12.7pp | 70.7%+16.3pp |
| Annual return | 17.40% | 37.49%-20.1pp | 35.69%-18.3pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,727 | $3,426-20.4% | $3,737-27.0% | $2,637+3.4% |
| Participant deferral / active EE | $5,968 | $3,970+50.3% | $4,878+22.3% | $4,528+31.8% |
| Admin fee / account holder | $66 | $633-89.6% | $6,730-99.0% | $348-81.0% |