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 | $44,116 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $31,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,272 | $69,477-24.8% | $94,646-44.8% | $71,457-26.8% |
| Participation rate | 97.1% | 78.4%+18.7pp | 80.8%+16.3pp | 67.9%+29.2pp |
| Annual return | 29.86% | 29.66%+0.2pp | 156.71%-126.8pp | 28.85%+1.0pp |
| Employer contribution / active EE | $1,011 | $2,853-64.6% | $3,672-72.5% | $2,588-60.9% |
| Participant deferral / active EE | $14,588 | $7,345+98.6% | $7,418+96.7% | $4,289+240.1% |
| Admin fee / account holder | $203 | $1,210-83.2% | $7,231-97.2% | $1,587-87.2% |