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 4-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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $192,126 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,352 | $50,127+68.3% | $149,673-43.6% | $80,160+5.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 16.04% | 29.82%-13.8pp | 134.42%-118.4pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,364 | $1,865-26.8% | $4,818-71.7% | $2,978-54.2% |
| Participant deferral / active EE | $4,274 | $3,194+33.8% | $5,680-24.8% | $5,017-14.8% |
| Admin fee / account holder | $177 | $153+16.3% | $13,210-98.7% | $145+22.5% |