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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,964 | $100,923-27.7% | $150,045-51.4% | $74,304-1.8% |
| Participation rate | 70.0% | 70.1%-0.1pp | 82.3%-12.3pp | 60.3%+9.7pp |
| Annual return | 18.81% | 51.77%-33.0pp | 62.55%-43.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $2,066 | $3,463-40.3% | $4,693-56.0% | $2,241-7.8% |
| Participant deferral / active EE | $9,864 | $6,709+47.0% | $7,997+23.3% | $3,767+161.8% |
| Admin fee / account holder | $175 | $2,767-93.7% | $13,435-98.7% | $2,969-94.1% |