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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,087 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,577 | $82,917+69.5% | $103,333+36.0% | $77,643+81.1% |
| Participation rate | 83.7% | 71.6%+12.1pp | 74.5%+9.2pp | 70.6%+13.1pp |
| Annual return | 13.87% | 19.13%-5.3pp | 24.88%-11.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,101 | $3,552-40.8% | $3,868-45.7% | $2,726-22.9% |
| Participant deferral / active EE | $6,615 | $4,108+61.0% | $5,057+30.8% | $4,647+42.3% |
| Admin fee / account holder | $32 | $638-95.0% | $8,355-99.6% | $430-92.6% |