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 | $115,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,764 | $82,917+46.9% | $103,333+17.8% | $77,643+56.8% |
| Participation rate | 84.9% | 71.6%+13.4pp | 74.5%+10.4pp | 70.6%+14.4pp |
| Annual return | 13.86% | 19.13%-5.3pp | 24.88%-11.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,705 | $3,552-23.8% | $3,868-30.1% | $2,726-0.8% |
| Participant deferral / active EE | $6,285 | $4,108+53.0% | $5,057+24.3% | $4,647+35.2% |
| Admin fee / account holder | $154 | $638-75.9% | $8,355-98.2% | $430-64.3% |