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 3-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,813 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,040 | $106,028-36.8% | $146,958-54.4% | $77,643-13.7% |
| Participation rate | 81.0% | 78.4%+2.6pp | 82.2%-1.2pp | 70.6%+10.4pp |
| Annual return | 19.27% | 56.73%-37.5pp | 418.34%-399.1pp | 31.24%-12.0pp |
| Employer contribution / active EE | $4,830 | $4,063+18.9% | $4,933-2.1% | $2,726+77.2% |
| Participant deferral / active EE | $9,058 | $7,990+13.4% | $8,070+12.2% | $4,647+94.9% |
| Admin fee / account holder | $118 | $337-65.0% | $12,998-99.1% | $430-72.6% |