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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,325 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 200 S.108TH AVE · OMAHA, NE 68154 | Securities brokerage | $445 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,714 | $100,923+222.7% | $150,045+117.1% | $74,304+338.4% |
| Participation rate | 99.5% | 70.1%+29.5pp | 82.3%+17.2pp | 60.3%+39.2pp |
| Annual return | 13.90% | 51.77%-37.9pp | 62.55%-48.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $11,163 | $3,463+222.3% | $4,693+137.9% | $2,241+398.1% |
| Participant deferral / active EE | $12,805 | $6,709+90.8% | $7,997+60.1% | $3,767+239.9% |
| Admin fee / account holder | $7 | $2,767-99.8% | $13,435-100.0% | $2,969-99.8% |