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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,674 |
EMHART GLASS MANUFACTURING INC11+ years Service code 99 1140 SULLIVAN ST · ELMIRA, NY 14901 | Other Fees | $3,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,387 | $87,870+206.6% | $113,168+138.0% | $74,304+262.5% |
| Participation rate | 97.4% | 70.7%+26.7pp | 76.6%+20.9pp | 60.3%+37.1pp |
| Annual return | 13.29% | 26.44%-13.1pp | 24.27%-11.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $9,474 | $2,277+316.1% | $2,975+218.4% | $2,241+322.7% |
| Participant deferral / active EE | $10,636 | $4,241+150.8% | $5,107+108.3% | $3,767+182.3% |
| Admin fee / account holder | $222 | $3,368-93.4% | $12,068-98.2% | $2,969-92.5% |