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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $75,183 |
Service code 27 · EIN 13-2638166 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $50,985 |
DAVIE KAPLAN1 year Filed as: DAVIE KAPLAN CPA PC Service code 10 28 E MAIN ST STE 1000 · ROCHESTER, NY 14614 | Accounting | $16,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,981 | $89,436+8.4% | $164,813-41.2% | $77,643+24.9% |
| Participation rate | 97.2% | 78.6%+18.6pp | 78.6%+18.6pp | 70.6%+26.6pp |
| Annual return | 10.85% | 28.83%-18.0pp | 69.93%-59.1pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,889 | $2,569-26.4% | $4,341-56.5% | $2,726-30.7% |
| Participant deferral / active EE | $6,039 | $4,897+23.3% | $6,031+0.1% | $4,647+29.9% |
| Admin fee / account holder | $209 | $339-38.5% | $12,690-98.4% | $430-51.5% |