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 | $9,477 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,352 | $48,335-4.1% | $121,098-61.7% | $71,457-35.1% |
| Participation rate | 77.0% | 54.3%+22.7pp | 69.5%+7.5pp | 67.9%+9.1pp |
| Annual return | 18.58% | 23.32%-4.7pp | 985.75%-967.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,523 | $1,489+2.3% | $4,164-63.4% | $2,588-41.1% |
| Participant deferral / active EE | $4,078 | $2,754+48.1% | $4,0800% | $4,289-4.9% |
| Admin fee / account holder | $43 | $1,841-97.7% | $5,644-99.2% | $1,587-97.3% |