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 | $85,731 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,551 | $105,179-68.1% | $64,056-47.6% | $80,160-58.1% |
| Participation rate | 89.1% | 73.5%+15.6pp | 72.3%+16.8pp | 72.9%+16.2pp |
| Annual return | 13.61% | 20.34%-6.7pp | 33.69%-20.1pp | 40.38%-26.8pp |
| Employer contribution / active EE | $3,448 | $3,311+4.2% | $2,747+25.5% | $2,978+15.8% |
| Participant deferral / active EE | $2,349 | $4,020-41.6% | $3,880-39.5% | $5,017-53.2% |
| Admin fee / account holder | $54 | $113-52.6% | $3,068-98.2% | $145-62.9% |