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 | $18,403 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,209 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,913 | $59,101+21.7% | $77,163-6.8% | $75,163-4.3% |
| Participation rate | 97.9% | 63.9%+34.1pp | 69.6%+28.4pp | 67.2%+30.7pp |
| Annual return | 8.21% | 26.71%-18.5pp | 37.87%-29.7pp | 160.62%-152.4pp |
| Employer contribution / active EE | $1,806 | $1,995-9.5% | $2,535-28.7% | $2,670-32.3% |
| Participant deferral / active EE | $3,760 | $2,999+25.4% | $3,833-1.9% | $4,125-8.8% |
| Admin fee / account holder | $266 | $4,774-94.4% | $5,472-95.1% | $5,651-95.3% |