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 | $128,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,526 | $130,141-56.6% | $86,677-34.8% | $77,904-27.4% |
| Participation rate | 96.0% | 85.9%+10.0pp | 76.6%+19.4pp | 73.7%+22.3pp |
| Annual return | -7.00% | -12.75%+5.7pp | 35.91%-42.9pp | 12.21%-19.2pp |
| Employer contribution / active EE | $1,560 | $3,220-51.5% | $2,836-45.0% | $2,848-45.2% |
| Participant deferral / active EE | $3,166 | $5,757-45.0% | $4,656-32.0% | $4,806-34.1% |
| Admin fee / account holder | $30 | $132-77.4% | $7,493-99.6% | $133-77.5% |