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 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $25,282 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,181 | $102,553-53.0% | $151,611-68.2% | $66,914-28.0% |
| Participation rate | 97.6% | 85.5%+12.1pp | 87.5%+10.1pp | 69.8%+27.8pp |
| Annual return | -12.90% | -10.82%-2.1pp | 3.33%-16.2pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,070 | $4,180-50.5% | $6,166-66.4% | $2,544-18.7% |
| Participant deferral / active EE | $4,316 | $6,641-35.0% | $8,363-48.4% | $4,237+1.9% |
| Admin fee / account holder | $270 | $630-57.1% | $11,616-97.7% | $593-54.5% |