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 |
|---|---|---|
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $40,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,430 | $87,870-7.3% | $113,168-28.0% | $74,304+9.6% |
| Participation rate | 88.8% | 70.7%+18.1pp | 76.6%+12.3pp | 60.3%+28.5pp |
| Annual return | 15.85% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,544 | $2,277-32.2% | $2,975-48.1% | $2,241-31.1% |
| Participant deferral / active EE | $4,660 | $4,241+9.9% | $5,107-8.7% | $3,767+23.7% |
| Admin fee / account holder | $265 | $3,368-92.1% | $12,068-97.8% | $2,969-91.1% |