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 | $88,083+80.1% | $164,813-3.8% | $74,495+112.9% |
| Participation rate | 87.5% | 73.0%+14.5pp | 78.6%+8.9pp | 67.2%+20.3pp |
| Annual return | 11.47% | 17.26%-5.8pp | 69.93%-58.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $3,051 | $2,593+17.7% | $4,341-29.7% | $2,623+16.3% |
| Participant deferral / active EE | $9,943 | $4,498+121.1% | $6,031+64.8% | $4,346+128.8% |
| Admin fee / account holder | $273 | $2,234-87.8% | $12,690-97.8% | $1,942-85.9% |