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 15 · EIN 84-0467907 | Recordkeeping | $624,074 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,570 | $111,072+5.9% | $156,263-24.8% | $102,872+14.3% |
| Participation rate | 96.9% | 80.1%+16.8pp | 78.9%+18.0pp | 73.0%+23.9pp |
| Annual return | 16.72% | 16.98%-0.3pp | 59.47%-42.7pp | 19.06%-2.3pp |
| Employer contribution / active EE | $4,500 | $4,017+12.0% | $4,333+3.8% | $3,526+27.6% |
| Participant deferral / active EE | $6,002 | $5,455+10.0% | $6,158-2.5% | $5,535+8.4% |
| Admin fee / account holder | $130 | $120+7.7% | $14,255-99.1% | $292-55.6% |