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 | $310,804 |
WIPFLI LLP1 year Service code 99 11 SCOTT STREET · WAUSAU, WI 54403 | Other Fees | $8,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,630 | $56,102+4.5% | $101,794-42.4% | $102,872-43.0% |
| Participation rate | 97.3% | 70.4%+27.0pp | 69.2%+28.2pp | 73.0%+24.3pp |
| Annual return | 15.39% | 14.06%+1.3pp | 30.53%-15.1pp | 19.06%-3.7pp |
| Employer contribution / active EE | $1,986 | $1,380+43.9% | $2,289-13.2% | $3,526-43.7% |
| Participant deferral / active EE | $5,105 | $2,801+82.2% | $4,084+25.0% | $5,535-7.8% |
| Admin fee / account holder | $0 | $262-100.0% | $8,777-100.0% | $292-100.0% |