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 | $86,355 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $36,104 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,938 | $50,982+17.6% | $154,803-61.3% | $85,563-29.9% |
| Participation rate | 93.5% | 59.8%+33.7pp | 78.1%+15.5pp | 66.0%+27.6pp |
| Annual return | 11.77% | 30.35%-18.6pp | 58.88%-47.1pp | 31.51%-19.7pp |
| Employer contribution / active EE | $1,502 | $1,708-12.1% | $4,305-65.1% | $2,654-43.4% |
| Participant deferral / active EE | $2,628 | $2,474+6.2% | $5,540-52.6% | $4,375-39.9% |
| Admin fee / account holder | $233 | $846-72.5% | $14,329-98.4% | $834-72.1% |