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 |
|---|---|---|
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 28 · EIN 14-1764768 | Investment Management | $180,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $157,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,660 | $53,136+14.2% | $155,509-61.0% | $199,593-69.6% |
| Participation rate | 78.8% | 64.1%+14.7pp | 78.2%+0.6pp | 72.0%+6.8pp |
| Annual return | 12.98% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $580 | $1,851-68.7% | $4,672-87.6% | $3,034-80.9% |
| Participant deferral / active EE | $3,387 | $3,161+7.2% | $5,626-39.8% | $5,087-33.4% |
| Admin fee / account holder | $197 | $185+6.3% | $15,912-98.8% | $269-26.7% |