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 |
|---|---|---|
Service code 13 · EIN 39-1444845 | Contract Administrator | $17,051 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,100 |
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 | $32,880 | $100,227-67.2% | $169,993-80.7% | $74,419-55.8% |
| Participation rate | 97.3% | 87.3%+10.0pp | 87.0%+10.3pp | 70.7%+26.6pp |
| Annual return | 21.12% | 66.08%-45.0pp | 53.37%-32.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $3,345 | $4,263-21.5% | $6,785-50.7% | $2,637+26.8% |
| Participant deferral / active EE | $5,524 | $7,143-22.7% | $10,408-46.9% | $4,528+22.0% |
| Admin fee / account holder | $32 | $234-86.2% | $12,815-99.7% | $348-90.7% |