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 |
|---|---|---|
Service code 27 9 POND LN STE 3A · CONCORD, MA 01742 | Advisory (Plan) | $23,915 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,660 | $65,561-28.8% | $91,541-49.0% | $74,304-37.2% |
| Participation rate | 83.7% | 56.6%+27.1pp | 69.8%+13.9pp | 60.3%+23.3pp |
| Annual return | 17.65% | 17.68%0pp | 20.50%-2.8pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,231 | $1,717-28.3% | $2,505-50.9% | $2,241-45.1% |
| Participant deferral / active EE | $3,498 | $2,918+19.9% | $4,008-12.7% | $3,767-7.2% |
| Admin fee / account holder | $188 | $3,333-94.4% | $6,956-97.3% | $2,969-93.7% |