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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,191 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,306 | $76,050+14.8% | $96,544-9.6% | $71,457+22.2% |
| Participation rate | 95.0% | 74.4%+20.6pp | 76.0%+19.0pp | 67.9%+27.1pp |
| Annual return | 16.64% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,543 | $2,244+13.3% | $2,965-14.2% | $2,588-1.7% |
| Participant deferral / active EE | $4,989 | $4,215+18.3% | $4,851+2.8% | $4,289+16.3% |
| Admin fee / account holder | $49 | $2,707-98.2% | $8,252-99.4% | $1,587-96.9% |