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 | $92,573 |
CITRIN COOPERMAN7 years Service code 10 · EIN 22-2428965 | Accounting | $34,073 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $34,043 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,872 | $50,815-64.8% | $155,509-88.5% | $77,643-77.0% |
| Participation rate | 90.6% | 63.1%+27.5pp | 78.2%+12.4pp | 70.6%+20.0pp |
| Annual return | 12.86% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $720 | $1,993-63.9% | $4,672-84.6% | $2,726-73.6% |
| Participant deferral / active EE | $2,642 | $2,822-6.4% | $5,626-53.0% | $4,647-43.1% |
| Admin fee / account holder | $174 | $437-60.2% | $15,912-98.9% | $430-59.6% |