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 | $9,845 |
RETIRERIGHT LLC1 year Service code 27 1200 VALLEY WEST DR STE 707 · W DES MOINES, IA 50266 | Advisory (Plan) | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,485 | $65,435+10.8% | $86,677-16.4% | $66,914+8.3% |
| Participation rate | 96.7% | 75.5%+21.2pp | 76.6%+20.1pp | 69.8%+26.9pp |
| Annual return | -7.66% | -10.89%+3.2pp | 35.91%-43.6pp | 1.58%-9.2pp |
| Employer contribution / active EE | $2,457 | $2,153+14.1% | $2,836-13.4% | $2,544-3.4% |
| Participant deferral / active EE | $4,568 | $4,100+11.4% | $4,656-1.9% | $4,237+7.8% |
| Admin fee / account holder | $47 | $642-92.7% | $7,493-99.4% | $593-92.1% |