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 7-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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $92,050 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $30,000 |
Filed as: TOOLE KATZ & ROEMERSMA LLP Service code 10 · EIN 47-1767422 1911 N FORT MYER DR STE 600 · ARLINGTON, VA 22209 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,506 | $62,624+135.5% | $177,989-17.1% | $77,643+90.0% |
| Participation rate | 94.9% | 66.8%+28.0pp | 77.1%+17.8pp | 70.6%+24.3pp |
| Annual return | 14.37% | 16.16%-1.8pp | 294.48%-280.1pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,775 | $1,909+97.8% | $3,949-4.4% | $2,726+38.5% |
| Participant deferral / active EE | $10,451 | $4,219+147.7% | $6,276+66.5% | $4,647+124.9% |
| Admin fee / account holder | $161 | $386-58.3% | $10,363-98.4% | $430-62.7% |