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) | $22,039 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,343 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,281 | $130,194-63.7% | $169,993-72.2% | $71,457-33.8% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | 14.07% | 20.37%-6.3pp | 53.37%-39.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,261 | $4,381-48.4% | $6,785-66.7% | $2,588-12.6% |
| Participant deferral / active EE | $4,666 | $6,923-32.6% | $10,408-55.2% | $4,289+8.8% |
| Admin fee / account holder | $223 | $966-76.9% | $12,815-98.3% | $1,587-85.9% |