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 | $487,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,132 | $128,899-29.3% | $113,168-19.5% | $102,872-11.4% |
| Participation rate | 91.5% | 87.0%+4.5pp | 76.6%+15.0pp | 73.0%+18.5pp |
| Annual return | 23.05% | 15.88%+7.2pp | 24.27%-1.2pp | 19.06%+4.0pp |
| Employer contribution / active EE | $5,032 | $3,713+35.5% | $2,975+69.1% | $3,526+42.7% |
| Participant deferral / active EE | $5,331 | $6,787-21.4% | $5,107+4.4% | $5,535-3.7% |
| Admin fee / account holder | $89 | $129-31.0% | $12,068-99.3% | $292-69.4% |