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 | $5,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,930 | $48,335+150.2% | $121,098-0.1% | $71,457+69.2% |
| Participation rate | 86.8% | 54.3%+32.5pp | 69.5%+17.3pp | 67.9%+18.9pp |
| Annual return | 16.58% | 23.32%-6.7pp | 985.75%-969.2pp | 28.85%-12.3pp |
| Employer contribution / active EE | $2,002 | $1,489+34.5% | $4,164-51.9% | $2,588-22.6% |
| Participant deferral / active EE | $4,836 | $2,754+75.6% | $4,080+18.5% | $4,289+12.8% |
| Admin fee / account holder | $43 | $1,841-97.7% | $5,644-99.2% | $1,587-97.3% |