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 | $37,861 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,432 | $102,317+50.0% | $146,958+4.4% | $80,856+89.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.00% | 134.76%-119.8pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,851 | $3,713-50.1% | $4,933-62.5% | $2,755-32.8% |
| Participant deferral / active EE | $10,206 | $6,644+53.6% | $8,070+26.5% | $4,296+137.6% |
| Admin fee / account holder | $234 | $7,941-97.1% | $12,998-98.2% | $6,918-96.6% |