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 | $21,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,509 | $54,701+63.6% | $86,188+3.9% | $71,457+25.3% |
| Participation rate | 95.8% | 60.1%+35.7pp | 69.0%+26.8pp | 67.9%+27.9pp |
| Annual return | 16.02% | 20.06%-4.0pp | 1168.45%-1152.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,399 | $1,265+89.6% | $2,380+0.8% | $2,588-7.3% |
| Participant deferral / active EE | $5,994 | $3,108+92.8% | $3,985+50.4% | $4,289+39.8% |
| Admin fee / account holder | $117 | $1,922-93.9% | $6,852-98.3% | $1,587-92.6% |