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 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $159,072 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $475 |
TD AMERITRADE, INC.7 years Filed as: TD AMERITRADE Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,609 | $72,254+123.7% | $86,677+86.5% | $64,808+149.4% |
| Participation rate | 92.1% | 80.4%+11.7pp | 76.6%+15.5pp | 71.5%+20.6pp |
| Annual return | -17.12% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,818 | $2,393+17.7% | $2,836-0.7% | $2,506+12.4% |
| Participant deferral / active EE | $9,798 | $4,658+110.4% | $4,656+110.5% | $4,310+127.3% |
| Admin fee / account holder | $78 | $174-55.0% | $7,493-99.0% | $188-58.3% |