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 | $35,014 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $12,500 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,672 | $44,642+80.7% | $91,220-11.6% | $66,914+20.6% |
| Participation rate | 92.8% | 64.9%+27.9pp | 73.2%+19.6pp | 69.8%+23.0pp |
| Annual return | -15.02% | -12.29%-2.7pp | 114.01%-129.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,676 | $1,706+56.8% | $2,850-6.1% | $2,544+5.2% |
| Participant deferral / active EE | $4,113 | $3,349+22.8% | $4,234-2.8% | $4,237-2.9% |
| Admin fee / account holder | $227 | $521-56.4% | $5,420-95.8% | $593-61.7% |