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 | $57,245 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $27,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,089 | $61,058+3.3% | $71,209-11.4% | $85,563-26.3% |
| Participation rate | 78.7% | 58.6%+20.1pp | 73.8%+4.9pp | 66.0%+12.7pp |
| Annual return | 14.34% | 100.41%-86.1pp | 282.51%-268.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $2,572 | $2,199+17.0% | $2,721-5.5% | $2,654-3.1% |
| Participant deferral / active EE | $3,523 | $3,173+11.1% | $4,175-15.6% | $4,375-19.5% |
| Admin fee / account holder | $124 | $855-85.4% | $5,349-97.7% | $834-85.1% |