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 | $3,441 |
PRICEKUBECKA PLLC1 year Service code 10 16775 ADDISON RD STE 500 · ADDISON, TX 75001 | Accounting | $959 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,211 | $102,553-40.3% | $151,611-59.6% | $66,914-8.5% |
| Participation rate | 81.0% | 85.5%-4.5pp | 87.5%-6.5pp | 69.8%+11.2pp |
| Annual return | -17.37% | -10.82%-6.5pp | 3.33%-20.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,224 | $6,641-21.3% | $8,363-37.5% | $4,237+23.3% |
| Admin fee / account holder | $41 | $630-93.5% | $11,616-99.6% | $593-93.1% |