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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,412 |
Filed as: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $22,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,853 | $62,603+35.5% | $104,294-18.6% | $66,914+26.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -13.35% | -14.70%+1.3pp | 24.61%-38.0pp | 1.58%-14.9pp |
| Employer contribution / active EE | $8,763 | $1,972+344.5% | $3,372+159.9% | $2,544+244.4% |
| Participant deferral / active EE | $4,895 | $2,853+71.6% | $4,625+5.8% | $4,237+15.5% |
| Admin fee / account holder | $190 | $656-71.0% | $7,339-97.4% | $593-67.9% |