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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,364 |
COMPASS 360, LLC2 years Service code 13 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Contract Administrator | $31,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,635 | $119,446-58.4% | $150,045-66.9% | $85,563-42.0% |
| Participation rate | 95.2% | 75.4%+19.8pp | 82.3%+12.9pp | 66.0%+29.3pp |
| Annual return | 22.02% | 23.72%-1.7pp | 62.55%-40.5pp | 31.51%-9.5pp |
| Employer contribution / active EE | $3,128 | $4,078-23.3% | $4,693-33.4% | $2,654+17.9% |
| Participant deferral / active EE | $8,102 | $7,985+1.5% | $7,997+1.3% | $4,375+85.2% |
| Admin fee / account holder | $206 | $548-62.3% | $13,435-98.5% | $834-75.3% |