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 |
|---|---|---|
Service code 13 · EIN 04-2530412 | Contract Administrator | $2,819 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,813 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,923 | $60,323-68.6% | $81,812-76.9% | $74,495-74.6% |
| Participation rate | 85.3% | 62.9%+22.4pp | 72.3%+12.9pp | 67.2%+18.1pp |
| Annual return | 9.70% | 16.90%-7.2pp | 773.79%-764.1pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,692 | $2,620-35.4% | $2,912-41.9% | $2,623-35.5% |
| Participant deferral / active EE | $1,497 | $3,387-55.8% | $4,319-65.3% | $4,346-65.6% |
| Admin fee / account holder | $5 | $1,486-99.7% | $7,386-99.9% | $1,942-99.8% |