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 | $31,021 |
ERP RETIREMENT SERVICES5 years Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $850 |
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 | $637,111 | $148,978+327.7% | $200,582+217.6% | $84,808+651.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.84% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $27,340 | $4,815+467.8% | $6,419+325.9% | $2,631+939.1% |
| Participant deferral / active EE | $26,540 | $7,142+271.6% | $9,331+184.4% | $4,212+530.2% |
| Admin fee / account holder | $77 | $13,977-99.4% | $16,305-99.5% | $7,344-98.9% |