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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,324 |
DEFINITI LLC4 years Service code 13 · EIN 85-0833363 | Contract Administrator | $27,571 |
Filed as: VPAG LLC DBA VISIONPOINT ADV GROUP Service code 27 8111 PRESTON RD · DALLAS, TX 75225 | Advisory (Plan) | $19,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,931 | $129,021-59.8% | $184,203-71.8% | $77,643-33.1% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 21.53% | 33.27%-11.7pp | 28.81%-7.3pp | 31.24%-9.7pp |
| Employer contribution / active EE | $3,776 | $4,413-14.4% | $6,427-41.2% | $2,726+38.5% |
| Participant deferral / active EE | $8,844 | $7,297+21.2% | $9,131-3.1% | $4,647+90.3% |
| Admin fee / account holder | $124 | $254-51.2% | $13,901-99.1% | $430-71.2% |