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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,115 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $200 |
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 | $331,788 | $91,407+263.0% | $135,903+144.1% | $71,457+364.3% |
| Participation rate | 96.8% | 75.7%+21.1pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 14.66% | 29.90%-15.2pp | 68.23%-53.6pp | 28.85%-14.2pp |
| Employer contribution / active EE | $4,683 | $3,703+26.5% | $4,856-3.6% | $2,588+81.0% |
| Participant deferral / active EE | $8,261 | $7,092+16.5% | $7,758+6.5% | $4,289+92.6% |
| Admin fee / account holder | $9 | $1,266-99.3% | $10,762-99.9% | $1,587-99.4% |