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 7-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 | $36,294 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,643 | $100,923-69.6% | $150,045-79.6% | $74,304-58.8% |
| Participation rate | 85.5% | 70.1%+15.5pp | 82.3%+3.2pp | 60.3%+25.2pp |
| Annual return | 19.95% | 51.77%-31.8pp | 62.55%-42.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $1,941 | $3,463-44.0% | $4,693-58.7% | $2,241-13.4% |
| Participant deferral / active EE | $7,722 | $6,709+15.1% | $7,997-3.4% | $3,767+105.0% |
| Admin fee / account holder | $161 | $2,767-94.2% | $13,435-98.8% | $2,969-94.6% |