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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,099 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,335 | $59,805-30.9% | $79,550-48.0% | $68,494-39.7% |
| Participation rate | 89.5% | 61.1%+28.5pp | 69.5%+20.0pp | 67.9%+21.6pp |
| Annual return | -12.34% | -12.30%0pp | 0.16%-12.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,907 | $1,505+26.7% | $2,413-21.0% | $2,596-26.5% |
| Participant deferral / active EE | $5,766 | $3,024+90.6% | $3,985+44.7% | $4,027+43.2% |
| Admin fee / account holder | $134 | $4,835-97.2% | $6,832-98.0% | $5,403-97.5% |