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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,789 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,126 | $108,549+6.1% | $156,263-26.3% | $85,563+34.6% |
| Participation rate | 75.4% | 77.1%-1.7pp | 78.9%-3.5pp | 66.0%+9.5pp |
| Annual return | 23.96% | 21.79%+2.2pp | 59.47%-35.5pp | 31.51%-7.6pp |
| Employer contribution / active EE | $3,553 | $2,690+32.1% | $4,333-18.0% | $2,654+33.9% |
| Participant deferral / active EE | $8,081 | $4,800+68.3% | $6,158+31.2% | $4,375+84.7% |
| Admin fee / account holder | $169 | $650-74.0% | $14,255-98.8% | $834-79.8% |