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 | $1,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,524 | $65,908+38.9% | $81,812+11.9% | $77,643+17.9% |
| Participation rate | 76.6% | 65.8%+10.8pp | 72.3%+4.3pp | 70.6%+6.0pp |
| Annual return | 18.08% | 26.64%-8.6pp | 773.79%-755.7pp | 31.24%-13.2pp |
| Employer contribution / active EE | $4,556 | $2,370+92.2% | $2,912+56.4% | $2,726+67.1% |
| Participant deferral / active EE | $9,006 | $3,505+156.9% | $4,319+108.5% | $4,647+93.8% |
| Admin fee / account holder | $6 | $526-98.9% | $7,386-99.9% | $430-98.7% |