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 | $20,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,272 | $49,451+64.3% | $79,550+2.2% | $66,914+21.5% |
| Participation rate | 95.7% | 61.3%+34.4pp | 69.5%+26.2pp | 69.8%+25.9pp |
| Annual return | -16.93% | 84.25%-101.2pp | 0.16%-17.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,694 | $1,266+112.9% | $2,413+11.6% | $2,544+5.9% |
| Participant deferral / active EE | $6,804 | $3,159+115.4% | $3,985+70.7% | $4,237+60.6% |
| Admin fee / account holder | $120 | $595-79.8% | $6,832-98.2% | $593-79.8% |