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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,725 |
KLINE KEPPEL & KORYAK PC2 years Service code 13 611 WILLIAM PENN PL STE 302 · PITTSBURGH, PA 15219 | Contract Administrator | $1,215 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,556 | $132,049+165.5% | $200,582+74.8% | $74,304+371.8% |
| Participation rate | 99.0% | 84.1%+14.9pp | 86.9%+12.1pp | 60.3%+38.7pp |
| Annual return | 13.33% | 22.22%-8.9pp | 42.33%-29.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $10,520 | $4,558+130.8% | $6,419+63.9% | $2,241+369.4% |
| Participant deferral / active EE | $11,761 | $7,213+63.1% | $9,331+26.0% | $3,767+212.2% |
| Admin fee / account holder | $61 | $2,405-97.5% | $16,305-99.6% | $2,969-97.9% |