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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $3,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,850 | $60,323-68.8% | $81,812-77.0% | $74,495-74.7% |
| Participation rate | 87.1% | 62.9%+24.2pp | 72.3%+14.7pp | 67.2%+19.9pp |
| Annual return | 13.35% | 16.90%-3.5pp | 773.79%-760.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $7,542 | $2,620+187.8% | $2,912+159.0% | $2,623+187.5% |
| Participant deferral / active EE | $1,343 | $3,387-60.3% | $4,319-68.9% | $4,346-69.1% |
| Admin fee / account holder | $47 | $1,486-96.8% | $7,386-99.4% | $1,942-97.6% |