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 | $51,812 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,494 | $65,904-5.2% | $160,784-61.1% | $79,634-21.5% |
| Participation rate | 93.7% | 56.2%+37.4pp | 77.0%+16.7pp | 62.5%+31.2pp |
| Annual return | 19.99% | 20.16%-0.2pp | 1803.92%-1783.9pp | 36.46%-16.5pp |
| Employer contribution / active EE | $4,231 | $1,805+134.4% | $3,733+13.3% | $2,529+67.3% |
| Participant deferral / active EE | $6,328 | $3,692+71.4% | $6,293+0.6% | $3,835+65.0% |
| Admin fee / account holder | $113 | $965-88.3% | $9,717-98.8% | $1,002-88.8% |