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 | $9,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,293 | $34,677-1.1% | $77,024-55.5% | $64,808-47.1% |
| Participation rate | 97.0% | 49.8%+47.2pp | 67.9%+29.1pp | 71.5%+25.5pp |
| Annual return | -16.80% | -5.33%-11.5pp | 42.32%-59.1pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,406 | $1,370+2.7% | $2,812-50.0% | $2,506-43.9% |
| Participant deferral / active EE | $2,245 | $2,556-12.2% | $4,426-49.3% | $4,310-47.9% |
| Admin fee / account holder | $10 | $179-94.6% | $5,425-99.8% | $188-94.8% |