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 | $129,643 |
Service code 13 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Contract Administrator | $48,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,894 | $95,274+20.6% | $135,903-15.5% | $74,419+54.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.23% | 32.77%-11.5pp | 68.23%-47.0pp | 34.38%-13.1pp |
| Employer contribution / active EE | $13,597 | $3,874+251.0% | $4,856+180.0% | $2,637+415.6% |
| Participant deferral / active EE | $14,555 | $7,782+87.0% | $7,758+87.6% | $4,528+221.4% |
| Admin fee / account holder | $242 | $266-9.2% | $10,762-97.8% | $348-30.5% |