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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,297 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $3,699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,222 | $101,724+107.6% | $164,813+28.2% | $80,856+161.2% |
| Participation rate | 97.8% | 71.8%+25.9pp | 78.6%+19.2pp | 67.6%+30.1pp |
| Annual return | 11.35% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $6,587 | $2,953+123.0% | $4,341+51.7% | $2,755+139.1% |
| Participant deferral / active EE | $6,533 | $4,477+45.9% | $6,031+8.3% | $4,296+52.1% |
| Admin fee / account holder | $248 | $8,227-97.0% | $12,690-98.0% | $6,918-96.4% |