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 15 · EIN 84-0467907 | Recordkeeping | $2,428 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $306,984 | $84,487+263.4% | $125,339+144.9% | $66,914+358.8% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -19.35% | -8.39%-11.0pp | 572.05%-591.4pp | 1.58%-20.9pp |
| Employer contribution / active EE | $11,031 | $3,553+210.5% | $4,814+129.2% | $2,544+333.6% |
| Participant deferral / active EE | $8,365 | $6,781+23.4% | $7,446+12.3% | $4,237+97.4% |
| Admin fee / account holder | $30 | $685-95.7% | $10,010-99.7% | $593-95.0% |