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 6-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,059 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $10,791 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $288 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,814-100.0% | $103,374-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 14.38% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |