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 | $1,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,771 | $61,058+53.6% | $71,209+31.7% | $85,563+9.6% |
| Participation rate | 94.4% | 58.6%+35.9pp | 73.8%+20.7pp | 66.0%+28.5pp |
| Annual return | 18.29% | 100.41%-82.1pp | 282.51%-264.2pp | 31.51%-13.2pp |
| Employer contribution / active EE | $4,393 | $2,199+99.8% | $2,721+61.5% | $2,654+65.6% |
| Participant deferral / active EE | $9,047 | $3,173+185.1% | $4,175+116.7% | $4,375+106.8% |
| Admin fee / account holder | $4 | $855-99.5% | $5,349-99.9% | $834-99.5% |