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 | $99,456 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,255 | $122,693+77.1% | $184,203+17.9% | $199,593+8.8% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 16.73% | 143.91%-127.2pp | 28.81%-12.1pp | 34.25%-17.5pp |
| Employer contribution / active EE | $34,370 | $4,584+649.7% | $6,427+434.8% | $3,034+1032.7% |
| Participant deferral / active EE | $10,114 | $7,990+26.6% | $9,131+10.8% | $5,087+98.8% |
| Admin fee / account holder | $50 | $121-58.7% | $13,901-99.6% | $269-81.5% |