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 | $65,361 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 59 | Shareholder Servicing | $0 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,624 | $42,886+325.8% | $88,946+105.3% | $85,563+113.4% |
| Participation rate | 99.0% | 37.9%+61.1pp | 68.8%+30.1pp | 66.0%+33.0pp |
| Annual return | 17.09% | 44.56%-27.5pp | 57.82%-40.7pp | 31.51%-14.4pp |
| Employer contribution / active EE | $6,158 | $1,147+436.9% | $2,555+141.0% | $2,654+132.1% |
| Participant deferral / active EE | $6,611 | $2,108+213.6% | $4,581+44.3% | $4,375+51.1% |
| Admin fee / account holder | $148 | $2,263-93.5% | $8,261-98.2% | $834-82.3% |