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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $43,163 |
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 | $158,618 | $88,087+80.1% | $164,866-3.8% | $74,546+112.8% |
| Participation rate | 87.5% | 73.1%+14.4pp | 78.6%+8.9pp | 67.2%+20.3pp |
| Annual return | 11.47% | 17.27%-5.8pp | 69.97%-58.5pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $3,051 | $2,595+17.6% | $4,343-29.7% | $2,624+16.3% |
| Participant deferral / active EE | $9,943 | $4,499+121.0% | $6,033+64.8% | $4,347+128.7% |
| Admin fee / account holder | $273 | $2,232-87.8% | $12,689-97.8% | $1,944-85.9% |