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 |
|---|---|---|
Service code 27 10 W BROAD ST · SOUDERTON, PA 18964 | Advisory (Plan) | $2,878 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,060 | $49,915-55.8% | $154,803-85.7% | $74,304-70.3% |
| Participation rate | 88.5% | 54.0%+34.5pp | 78.1%+10.4pp | 60.3%+28.1pp |
| Annual return | 12.85% | 34.06%-21.2pp | 58.88%-46.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $865 | $1,611-46.3% | $4,305-79.9% | $2,241-61.4% |
| Participant deferral / active EE | $2,512 | $2,255+11.4% | $5,540-54.7% | $3,767-33.3% |
| Admin fee / account holder | $100 | $2,189-95.4% | $14,329-99.3% | $2,969-96.6% |