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 | $46,068 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $22,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,450 | $64,612-46.7% | $86,436-60.1% | $64,808-46.8% |
| Participation rate | 93.8% | 81.5%+12.3pp | 80.3%+13.4pp | 71.5%+22.3pp |
| Annual return | -16.88% | 0.66%-17.5pp | 4394.89%-4411.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $955 | $2,744-65.2% | $3,769-74.7% | $2,506-61.9% |
| Participant deferral / active EE | $11,697 | $7,497+56.0% | $6,952+68.3% | $4,310+171.4% |
| Admin fee / account holder | $176 | $169+3.9% | $6,731-97.4% | $188-6.5% |