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 15 · EIN 84-0467907 | Recordkeeping | $268,300 |
CHARLES SCHWAB & CO., INC.7 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $44 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,091 | $104,631-13.9% | $98,439-8.5% | $80,160+12.4% |
| Participation rate | 97.4% | 87.5%+9.9pp | 75.2%+22.3pp | 72.9%+24.5pp |
| Annual return | 17.56% | 34.72%-17.2pp | 21.16%-3.6pp | 40.38%-22.8pp |
| Employer contribution / active EE | $4,023 | $4,517-10.9% | $3,048+32.0% | $2,978+35.1% |
| Participant deferral / active EE | $4,380 | $6,545-33.1% | $4,738-7.5% | $5,017-12.7% |
| Admin fee / account holder | $192 | $105+83.4% | $8,948-97.9% | $145+32.6% |