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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,652 | $45,602+158.0% | $117,472+0.2% | $66,914+75.8% |
| Participation rate | 86.4% | 57.6%+28.8pp | 70.6%+15.8pp | 69.8%+16.6pp |
| Annual return | -14.87% | -16.74%+1.9pp | 29.74%-44.6pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,836 | $1,579+16.3% | $4,176-56.0% | $2,544-27.8% |
| Participant deferral / active EE | $4,868 | $2,845+71.1% | $4,070+19.6% | $4,237+14.9% |
| Admin fee / account holder | $42 | $661-93.7% | $5,645-99.3% | $593-93.0% |