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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,383 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,672 | $51,197+92.7% | $82,719+19.3% | $66,914+47.5% |
| Participation rate | 96.6% | 67.8%+28.8pp | 72.6%+24.1pp | 69.8%+26.8pp |
| Annual return | -15.13% | -9.64%-5.5pp | 701.18%-716.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,088 | $2,611-58.3% | $3,009-63.9% | $2,544-57.3% |
| Participant deferral / active EE | $5,939 | $3,458+71.7% | $4,395+35.1% | $4,237+40.2% |
| Admin fee / account holder | $19 | $416-95.4% | $5,329-99.6% | $593-96.8% |