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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | -$11,704 |
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 | $201,728 | $106,028+90.3% | $146,958+37.3% | $77,643+159.8% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 13.20% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $9,526 | $4,063+134.5% | $4,933+93.1% | $2,726+249.5% |
| Participant deferral / active EE | $10,644 | $7,990+33.2% | $8,070+31.9% | $4,647+129.0% |
| Admin fee / account holder | $8 | $337-97.6% | $12,998-99.9% | $430-98.1% |