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 |
|---|---|---|
NATIONWIDE9+ years Service code 64 · EIN 31-4156860 | Recordkeeping Fees | $13,278 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,555 |
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 | $131,277 | $100,227+31.0% | $169,993-22.8% | $74,419+76.4% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.0%+12.0pp | 70.7%+28.3pp |
| Annual return | 12.63% | 66.08%-53.5pp | 53.37%-40.7pp | 34.38%-21.8pp |
| Employer contribution / active EE | $5,691 | $4,263+33.5% | $6,785-16.1% | $2,637+115.8% |
| Participant deferral / active EE | $5,874 | $7,143-17.8% | $10,408-43.6% | $4,528+29.7% |
| Admin fee / account holder | $52 | $234-77.8% | $12,815-99.6% | $348-85.0% |