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 INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $116,529 |
Service code 13 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Contract Administrator | $58,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,587 | $82,202+9.0% | $125,339-28.5% | $64,808+38.2% |
| Participation rate | 95.2% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.8pp |
| Annual return | -16.43% | 3.48%-19.9pp | 572.05%-588.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $10,660 | $3,615+194.8% | $4,814+121.4% | $2,506+325.4% |
| Participant deferral / active EE | $12,925 | $7,175+80.1% | $7,446+73.6% | $4,310+199.9% |
| Admin fee / account holder | $127 | $163-22.0% | $10,010-98.7% | $188-32.2% |