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 | $55,692 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $37,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,148 | $53,345+22.1% | $121,098-46.2% | $74,419-12.5% |
| Participation rate | 94.9% | 60.0%+34.9pp | 69.5%+25.4pp | 70.7%+24.2pp |
| Annual return | 20.60% | 35.15%-14.6pp | 985.75%-965.1pp | 34.38%-13.8pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $8,472 | $3,221+163.0% | $4,080+107.7% | $4,528+87.1% |
| Admin fee / account holder | $217 | $382-43.1% | $5,644-96.2% | $348-37.5% |