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 6-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 | $120,260 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,050 | $66,457-11.1% | $81,382-27.4% | $77,643-23.9% |
| Participation rate | 97.6% | 68.7%+28.9pp | 69.5%+28.1pp | 70.6%+27.1pp |
| Annual return | 12.17% | 15.93%-3.8pp | 24.73%-12.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,496 | $2,159+15.6% | $2,463+1.4% | $2,726-8.4% |
| Participant deferral / active EE | $5,193 | $3,679+41.1% | $3,883+33.7% | $4,647+11.7% |
| Admin fee / account holder | $70 | $583-88.0% | $5,768-98.8% | $430-83.7% |