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 4-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 | $23,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,193 | $142,424-62.7% | $100,534-47.1% | $74,304-28.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 80.6%-0.6pp | 60.3%+19.7pp |
| Annual return | 24.74% | 27.53%-2.8pp | 32.66%-7.9pp | 29.43%-4.7pp |
| Employer contribution / active EE | $6,090 | $5,555+9.6% | $4,346+40.1% | $2,241+171.7% |
| Participant deferral / active EE | $10,164 | $8,247+23.2% | $6,144+65.4% | $3,767+169.8% |
| Admin fee / account holder | $180 | $1,986-90.9% | $7,654-97.6% | $2,969-93.9% |