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 6-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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,886 |
NWK GROUP, INC.6+ years Service code 27 · EIN 20-2154904 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,080 | $101,499+53.8% | $147,005+6.2% | $74,546+109.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.20% | 8732.34%-8716.1pp | 418.76%-402.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $3,441 | $3,811-9.7% | $4,934-30.3% | $2,624+31.1% |
| Participant deferral / active EE | $17,981 | $7,304+146.2% | $8,070+122.8% | $4,347+313.6% |
| Admin fee / account holder | $211 | $1,748-88.0% | $13,006-98.4% | $1,944-89.2% |