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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,681 | $51,197+45.9% | $82,719-9.7% | $66,914+11.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -16.38% | -9.64%-6.7pp | 701.18%-717.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $4,430 | $2,611+69.7% | $3,009+47.2% | $2,544+74.1% |
| Participant deferral / active EE | $10,684 | $3,458+209.0% | $4,395+143.1% | $4,237+152.2% |
| Admin fee / account holder | $8 | $416-98.1% | $5,329-99.9% | $593-98.7% |