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 | $23,799 |
Service code 99 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Other Fees | $13,419 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,090 | $81,233-75.3% | $155,567-87.1% | $80,874-75.2% |
| Participation rate | 98.7% | 66.2%+32.5pp | 78.2%+20.5pp | 67.6%+31.1pp |
| Annual return | 13.21% | 33.33%-20.1pp | 64.74%-51.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,147 | $3,101-63.0% | $4,674-75.5% | $2,756-58.4% |
| Participant deferral / active EE | $1,718 | $3,452-50.2% | $5,628-69.5% | $4,297-60.0% |
| Admin fee / account holder | $165 | $7,998-97.9% | $15,916-99.0% | $6,935-97.6% |