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 5-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 90111 | Recordkeeping Fees | $21,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,298 | $65,061+78.8% | $143,757-19.1% | $66,914+73.8% |
| Participation rate | 93.0% | 65.2%+27.8pp | 80.3%+12.7pp | 69.8%+23.2pp |
| Annual return | -3.65% | -11.14%+7.5pp | -0.04%-3.6pp | 1.58%-5.2pp |
| Employer contribution / active EE | $32,994 | $2,361+1297.7% | $4,951+566.4% | $2,544+1196.8% |
| Participant deferral / active EE | $17,795 | $2,919+509.7% | $5,637+215.7% | $4,237+320.0% |
| Admin fee / account holder | $169 | $502-66.3% | $14,673-98.8% | $593-71.5% |