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) | $24,976 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,217 | $122,239-47.5% | $184,203-65.1% | $74,495-13.8% |
| Participation rate | 95.5% | 85.5%+10.1pp | 86.8%+8.7pp | 67.2%+28.3pp |
| Annual return | 13.38% | 19.95%-6.6pp | 28.81%-15.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,326 | $4,537-48.7% | $6,427-63.8% | $2,623-11.3% |
| Participant deferral / active EE | $4,781 | $7,139-33.0% | $9,131-47.6% | $4,346+10.0% |
| Admin fee / account holder | $290 | $1,260-77.0% | $13,901-97.9% | $1,942-85.1% |