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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,842 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,720 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $20 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,947 | $45,031+164.1% | $84,966+40.0% | $77,643+53.2% |
| Participation rate | 93.0% | 48.7%+44.3pp | 67.5%+25.5pp | 70.6%+22.4pp |
| Annual return | 14.25% | 79.22%-65.0pp | 66.38%-52.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $13,307 | $1,609+726.8% | $2,727+388.0% | $2,726+388.2% |
| Participant deferral / active EE | $15,985 | $2,807+469.4% | $4,519+253.7% | $4,647+244.0% |
| Admin fee / account holder | $276 | $912-69.7% | $6,149-95.5% | $430-35.9% |