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 | $46,464-37.5% | $150,298-80.7% | $79,634-63.6% |
| Participation rate | 72.8% | 57.0%+15.8pp | 77.8%-5.0pp | 62.5%+10.3pp |
| Annual return | 11.93% | 27.89%-16.0pp | 62.79%-50.9pp | 36.46%-24.5pp |
| Employer contribution / active EE | $1,918 | $1,512+26.9% | $4,154-53.8% | $2,529-24.2% |
| Participant deferral / active EE | $2,887 | $2,157+33.9% | $5,453-47.0% | $3,835-24.7% |
| Admin fee / account holder | $126 | $891-85.9% | $14,116-99.1% | $1,002-87.5% |