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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,658 | $55,416-42.9% | $75,972-58.3% | $77,643-59.2% |
| Participation rate | 77.3% | 63.6%+13.8pp | 69.1%+8.3pp | 70.6%+6.7pp |
| Annual return | 13.45% | 17.07%-3.6pp | 359.55%-346.1pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,731 | $1,788-3.2% | $2,685-35.5% | $2,726-36.5% |
| Participant deferral / active EE | $1,914 | $3,447-44.5% | $4,255-55.0% | $4,647-58.8% |
| Admin fee / account holder | $23 | $414-94.5% | $6,467-99.7% | $430-94.8% |