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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,022 |
FRAZIER & DEETER, LLC4 years Filed as: FRAZIER & DEETER LLC Service code 99 600 PEACHTREE STREET NE STE 1900 · ATLANTA, GA 30308 | Other Fees | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,166 | $91,538+28.0% | $129,995-9.9% | $75,163+55.9% |
| Participation rate | 87.5% | 71.4%+16.1pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 13.01% | -631.11%+644.1pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,906 | $2,845+2.1% | $4,320-32.7% | $2,670+8.8% |
| Participant deferral / active EE | $9,631 | $4,341+121.9% | $5,820+65.5% | $4,125+133.5% |
| Admin fee / account holder | $277 | $6,790-95.9% | $10,614-97.4% | $5,651-95.1% |