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 5-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 | $34,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,460 | $101,317-41.3% | $146,958-59.5% | $74,495-20.2% |
| Participation rate | 81.0% | 75.5%+5.5pp | 82.2%-1.1pp | 67.2%+13.8pp |
| Annual return | 18.06% | 8730.91%-8712.8pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,447 | $3,810-35.8% | $4,933-50.4% | $2,623-6.7% |
| Participant deferral / active EE | $11,595 | $7,303+58.8% | $8,070+43.7% | $4,346+166.8% |
| Admin fee / account holder | $133 | $1,739-92.3% | $12,998-99.0% | $1,942-93.1% |