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 | $45,343-51.3% | $150,298-85.3% | $67,986-67.6% |
| Participation rate | 88.5% | 51.9%+36.6pp | 77.8%+10.7pp | 57.2%+31.3pp |
| Annual return | 12.85% | 33.28%-20.4pp | 62.79%-49.9pp | 31.67%-18.8pp |
| Employer contribution / active EE | $865 | $1,462-40.8% | $4,154-79.2% | $2,019-57.1% |
| Participant deferral / active EE | $2,512 | $2,055+22.2% | $5,453-53.9% | $3,358-25.2% |
| Admin fee / account holder | $100 | $2,250-95.5% | $14,116-99.3% | $3,203-96.9% |