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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $33,410 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $19,150 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,884 | $54,193-72.5% | $93,654-84.1% | $77,671-80.8% |
| Participation rate | 97.7% | 63.9%+33.7pp | 68.7%+29.0pp | 70.6%+27.1pp |
| Annual return | 10.53% | 30.54%-20.0pp | 133.34%-122.8pp | 31.21%-20.7pp |
| Employer contribution / active EE | $980 | $1,168-16.1% | $2,421-59.5% | $2,726-64.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,413-100.0% | $4,648-100.0% |
| Admin fee / account holder | $75 | $576-87.0% | $8,282-99.1% | $430-82.6% |