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 | $92,242 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $24,238 |
CITRIN COOPERMAN6 years Service code 10 · EIN 22-2428965 | Accounting | $16,397 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,669 | $47,126-62.5% | $149,673-88.2% | $74,419-76.3% |
| Participation rate | 89.6% | 63.4%+26.2pp | 78.8%+10.8pp | 70.7%+18.9pp |
| Annual return | 14.54% | 22.75%-8.2pp | 134.42%-119.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $845 | $1,905-55.7% | $4,818-82.5% | $2,637-68.0% |
| Participant deferral / active EE | $2,635 | $2,728-3.4% | $5,680-53.6% | $4,528-41.8% |
| Admin fee / account holder | $236 | $343-31.3% | $13,210-98.2% | $348-32.3% |