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 | $71,964-13.2% | $167,512-62.7% | $85,563-27.0% |
| Participation rate | 93.7% | 61.0%+32.7pp | 77.1%+16.6pp | 66.0%+27.7pp |
| Annual return | 19.99% | 18.83%+1.2pp | 1615.79%-1595.8pp | 31.51%-11.5pp |
| Employer contribution / active EE | $4,231 | $1,875+125.7% | $3,882+9.0% | $2,654+59.4% |
| Participant deferral / active EE | $6,328 | $4,110+54.0% | $6,405-1.2% | $4,375+44.6% |
| Admin fee / account holder | $113 | $815-86.2% | $9,769-98.8% | $834-86.5% |