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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $301,855 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,733 | $81,357+26.3% | $75,972+35.2% | $199,593-48.5% |
| Participation rate | 100.0% | 69.9%+30.1pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 11.29% | 16.32%-5.0pp | 359.55%-348.3pp | 34.25%-23.0pp |
| Employer contribution / active EE | $4,365 | $3,341+30.7% | $2,685+62.6% | $3,034+43.9% |
| Participant deferral / active EE | $5,512 | $4,710+17.0% | $4,255+29.5% | $5,087+8.4% |
| Admin fee / account holder | $78 | $144-45.8% | $6,467-98.8% | $269-70.9% |