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 9-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 | $19,691 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,946 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $2,657 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,412 | $80,724-48.7% | $103,333-59.9% | $74,495-44.4% |
| Participation rate | 96.1% | 65.7%+30.4pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | 20.49% | 27.56%-7.1pp | 24.88%-4.4pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $3,461 | $3,157+9.6% | $3,868-10.5% | $2,623+31.9% |
| Participant deferral / active EE | $6,536 | $3,860+69.3% | $5,057+29.2% | $4,346+50.4% |
| Admin fee / account holder | $231 | $2,368-90.3% | $8,355-97.2% | $1,942-88.1% |