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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $127,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,587 | $123,077-41.0% | $116,228-37.5% | $102,872-29.4% |
| Participation rate | 84.1% | 87.0%-3.0pp | 74.6%+9.5pp | 73.0%+11.0pp |
| Annual return | 17.03% | 15.84%+1.2pp | 90.06%-73.0pp | 19.06%-2.0pp |
| Employer contribution / active EE | $2,559 | $4,380-41.6% | $2,994-14.5% | $3,526-27.4% |
| Participant deferral / active EE | $4,551 | $6,746-32.5% | $4,953-8.1% | $5,535-17.8% |
| Admin fee / account holder | $81 | $115-29.9% | $11,989-99.3% | $292-72.3% |