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 | $17,775 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $8,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,571 | $58,208-45.8% | $81,812-61.4% | $80,856-61.0% |
| Participation rate | 86.2% | 63.4%+22.8pp | 72.3%+13.9pp | 67.6%+18.6pp |
| Annual return | 10.81% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,580 | $2,340+10.2% | $2,912-11.4% | $2,755-6.4% |
| Participant deferral / active EE | $1,578 | $3,281-51.9% | $4,319-63.5% | $4,296-63.3% |
| Admin fee / account holder | $145 | $4,981-97.1% | $7,386-98.0% | $6,918-97.9% |