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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,239 |
ZABARSKY & ASSOCIATES, LLC3 years Service code 13 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $3,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,571 | $64,119+91.2% | $112,228+9.2% | $66,914+83.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.70% | -13.81%-1.9pp | 27.45%-43.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,025 | $3,005-65.9% | $3,635-71.8% | $2,544-59.7% |
| Participant deferral / active EE | $6,907 | $3,693+87.0% | $4,728+46.1% | $4,237+63.0% |
| Admin fee / account holder | $99 | $625-84.2% | $6,410-98.5% | $593-83.4% |