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 Service code 65 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $19,756 |
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 | $186,799 | $95,274+96.1% | $135,903+37.5% | $74,419+151.0% |
| Participation rate | 98.6% | 78.2%+20.5pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 16.49% | 32.77%-16.3pp | 68.23%-51.7pp | 34.38%-17.9pp |
| Employer contribution / active EE | $9,905 | $3,874+155.7% | $4,856+104.0% | $2,637+275.6% |
| Participant deferral / active EE | $11,008 | $7,782+41.5% | $7,758+41.9% | $4,528+143.1% |
| Admin fee / account holder | $6 | $266-97.6% | $10,762-99.9% | $348-98.2% |