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 | $28,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,290 | $58,264-10.3% | $86,612-39.6% | $71,457-26.8% |
| Participation rate | 96.5% | 65.0%+31.5pp | 71.7%+24.8pp | 67.9%+28.5pp |
| Annual return | 19.74% | 21.63%-1.9pp | 591.07%-571.3pp | 28.85%-9.1pp |
| Employer contribution / active EE | $4,307 | $2,574+67.3% | $3,022+42.5% | $2,588+66.5% |
| Participant deferral / active EE | $6,114 | $3,436+77.9% | $4,438+37.8% | $4,289+42.5% |
| Admin fee / account holder | $127 | $1,057-88.0% | $5,614-97.7% | $1,587-92.0% |