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 15 · EIN 84-0467907 | Recordkeeping | $189,330 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,406 | $104,697+60.9% | $96,544+74.4% | $80,160+110.1% |
| Participation rate | 96.3% | 86.4%+9.9pp | 76.0%+20.3pp | 72.9%+23.4pp |
| Annual return | 19.92% | 21.78%-1.9pp | 25.84%-5.9pp | 40.38%-20.5pp |
| Employer contribution / active EE | $3,036 | $3,536-14.2% | $2,965+2.4% | $2,978+1.9% |
| Participant deferral / active EE | $10,366 | $6,188+67.5% | $4,851+113.7% | $5,017+106.6% |
| Admin fee / account holder | $96 | $107-9.8% | $8,252-98.8% | $145-33.6% |