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 |
|---|---|---|
DEFINITI LLC5 years Service code 13 PO BOX 95357 · GRAPEVINE, TX 760999733 | Contract Administrator | $45,169 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,411 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,025 | $50,982-43.1% | $154,803-81.3% | $85,563-66.1% |
| Participation rate | 72.8% | 59.8%+13.0pp | 78.1%-5.3pp | 66.0%+6.8pp |
| Annual return | 11.93% | 30.35%-18.4pp | 58.88%-46.9pp | 31.51%-19.6pp |
| Employer contribution / active EE | $1,918 | $1,708+12.3% | $4,305-55.5% | $2,654-27.7% |
| Participant deferral / active EE | $2,887 | $2,474+16.7% | $5,540-47.9% | $4,375-34.0% |
| Admin fee / account holder | $126 | $846-85.2% | $14,329-99.1% | $834-85.0% |