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 | $29,687 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,948 | $51,315+77.2% | $95,745-5.0% | $71,457+27.3% |
| Participation rate | 94.8% | 63.0%+31.7pp | 72.3%+22.5pp | 67.9%+26.8pp |
| Annual return | 14.86% | 25.26%-10.4pp | 28.35%-13.5pp | 28.85%-14.0pp |
| Employer contribution / active EE | $3,145 | $1,819+72.9% | $2,835+10.9% | $2,588+21.5% |
| Participant deferral / active EE | $4,314 | $3,358+28.5% | $4,245+1.6% | $4,289+0.6% |
| Admin fee / account holder | $199 | $1,137-82.5% | $5,678-96.5% | $1,587-87.5% |