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 10-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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,434 | $51,197-13.2% | $82,719-46.3% | $66,914-33.6% |
| Participation rate | 98.5% | 67.8%+30.7pp | 72.6%+26.0pp | 69.8%+28.7pp |
| Annual return | -14.95% | -9.64%-5.3pp | 701.18%-716.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,424 | $2,611+31.2% | $3,009+13.8% | $2,544+34.6% |
| Participant deferral / active EE | $4,438 | $3,458+28.4% | $4,395+1.0% | $4,237+4.8% |
| Admin fee / account holder | $99 | $416-76.2% | $5,329-98.1% | $593-83.4% |