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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,900 |
Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $29,997 |
Employer contribution per participant 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 | $37,407 | $36,806+1.6% | $69,647-46.3% | $77,643-51.8% |
| Participation rate | 95.1% | 64.4%+30.7pp | 66.5%+28.6pp | 70.6%+24.5pp |
| Annual return | 15.94% | 38.81%-22.9pp | 100.48%-84.5pp | 31.24%-15.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,712-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,983 | $2,738+8.9% | $2,886+3.3% | $4,647-35.8% |
| Admin fee / account holder | $193 | $507-62.0% | $4,713-95.9% | $430-55.3% |