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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,039 |
TSC 401K2 years Service code 13 · EIN 41-0955056 | Contract Administrator | $29,567 |
Filed as: PRINCIPAL SECURITIES INC. Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $17,993 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
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 | $22,517 | $50,815-55.7% | $155,509-85.5% | $77,643-71.0% |
| Participation rate | 93.2% | 63.1%+30.1pp | 78.2%+15.0pp | 70.6%+22.6pp |
| Annual return | 9.49% | 34.80%-25.3pp | 64.67%-55.2pp | 31.24%-21.7pp |
| Employer contribution / active EE | $1,284 | $1,993-35.6% | $4,672-72.5% | $2,726-52.9% |
| Participant deferral / active EE | $2,986 | $2,822+5.8% | $5,626-46.9% | $4,647-35.7% |
| Admin fee / account holder | $186 | $437-57.5% | $15,912-98.8% | $430-56.9% |