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 | $205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,908 | $46,292-39.7% | $143,757-80.6% | $64,808-56.9% |
| Participation rate | 81.8% | 64.2%+17.5pp | 80.3%+1.4pp | 71.5%+10.3pp |
| Annual return | -11.53% | -10.05%-1.5pp | -0.04%-11.5pp | 32.82%-44.3pp |
| Employer contribution / active EE | $1,802 | $1,910-5.7% | $4,951-63.6% | $2,506-28.1% |
| Participant deferral / active EE | $3,982 | $2,646+50.5% | $5,637-29.4% | $4,310-7.6% |
| Admin fee / account holder | $197 | $154+28.3% | $14,673-98.7% | $188+5.1% |