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 9-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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,708 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $27,801 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $6,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,006 | $76,050-4.0% | $96,544-24.4% | $71,457+2.2% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.2pp | 67.9%+29.3pp |
| Annual return | 15.00% | 22.81%-7.8pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,021 | $2,244-9.9% | $2,965-31.8% | $2,588-21.9% |
| Participant deferral / active EE | $4,706 | $4,215+11.6% | $4,851-3.0% | $4,289+9.7% |
| Admin fee / account holder | $167 | $2,707-93.8% | $8,252-98.0% | $1,587-89.5% |