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 | $14,096 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $6 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,915 | $101,499+27.0% | $147,005-12.3% | $74,546+72.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.34% | 8732.34%-8712.0pp | 418.76%-398.4pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $2,766 | $3,811-27.4% | $4,934-43.9% | $2,624+5.4% |
| Participant deferral / active EE | $6,221 | $7,304-14.8% | $8,070-22.9% | $4,347+43.1% |
| Admin fee / account holder | $45 | $1,748-97.4% | $13,006-99.7% | $1,944-97.7% |