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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,978 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $56,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,056 | $88,890+2.4% | $102,423-11.1% | $77,643+17.3% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 12.85% | 24.98%-12.1pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $4,445 | $2,698+64.8% | $3,023+47.0% | $2,726+63.1% |
| Participant deferral / active EE | $9,266 | $5,145+80.1% | $5,053+83.4% | $4,647+99.4% |
| Admin fee / account holder | $225 | $235-4.3% | $9,451-97.6% | $430-47.7% |