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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,914 | $55,416-37.0% | $75,972-54.0% | $77,643-55.0% |
| Participation rate | 98.1% | 63.6%+34.6pp | 69.1%+29.1pp | 70.6%+27.6pp |
| Annual return | 13.49% | 17.07%-3.6pp | 359.55%-346.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,231 | $1,788-31.1% | $2,685-54.1% | $2,726-54.8% |
| Participant deferral / active EE | $4,971 | $3,447+44.2% | $4,255+16.8% | $4,647+7.0% |
| Admin fee / account holder | $70 | $414-83.0% | $6,467-98.9% | $430-83.7% |