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 AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,666 | $94,625-2.1% | $116,228-20.3% | $84,808+9.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 11.93% | 20.40%-8.5pp | 90.06%-78.1pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,546 | $2,347+51.1% | $2,994+18.4% | $2,631+34.8% |
| Participant deferral / active EE | $2,840 | $3,972-28.5% | $4,953-42.7% | $4,212-32.6% |
| Admin fee / account holder | $2,475 | $10,091-75.5% | $11,989-79.4% | $7,344-66.3% |