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 | $484 |
PAYCHEX, INC.1 year Filed as: PAYCHEX SECURITIES CORPORATION Service code 64 225 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping Fees | $190 |
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 | $117,701 | $100,227+17.4% | $169,993-30.8% | $74,419+58.2% |
| Participation rate | 84.6% | 87.3%-2.7pp | 87.0%-2.4pp | 70.7%+13.9pp |
| Annual return | 25.29% | 66.08%-40.8pp | 53.37%-28.1pp | 34.38%-9.1pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $17,901 | $7,143+150.6% | $10,408+72.0% | $4,528+295.3% |
| Admin fee / account holder | $1 | $234-99.4% | $12,815-100.0% | $348-99.6% |