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 | $78,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,267 | $62,624-0.6% | $177,989-65.0% | $77,643-19.8% |
| Participation rate | 86.9% | 66.8%+20.1pp | 77.1%+9.8pp | 70.6%+16.3pp |
| Annual return | 14.95% | 16.16%-1.2pp | 294.48%-279.5pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,170 | $1,909-38.7% | $3,949-70.4% | $2,726-57.1% |
| Participant deferral / active EE | $4,231 | $4,219+0.3% | $6,276-32.6% | $4,647-9.0% |
| Admin fee / account holder | $163 | $386-57.8% | $10,363-98.4% | $430-62.2% |