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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,274 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,377 | $69,477+194.2% | $94,646+115.9% | $71,457+186.0% |
| Participation rate | 94.7% | 78.4%+16.3pp | 80.8%+13.9pp | 67.9%+26.8pp |
| Annual return | 16.90% | 29.66%-12.8pp | 156.71%-139.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $10,031 | $2,853+251.6% | $3,672+173.2% | $2,588+287.6% |
| Participant deferral / active EE | $12,447 | $7,345+69.5% | $7,418+67.8% | $4,289+190.2% |
| Admin fee / account holder | $190 | $1,210-84.3% | $7,231-97.4% | $1,587-88.0% |