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 | $45,682 |
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 | $101,980 | $55,371+84.2% | $95,585+6.7% | $74,304+37.2% |
| Participation rate | 95.4% | 53.8%+41.5pp | 72.1%+23.3pp | 60.3%+35.0pp |
| Annual return | 16.50% | 24.26%-7.8pp | 38.56%-22.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $3,301 | $1,437+129.7% | $2,527+30.7% | $2,241+47.3% |
| Participant deferral / active EE | $4,553 | $2,955+54.1% | $4,023+13.2% | $3,767+20.9% |
| Admin fee / account holder | $243 | $2,620-90.7% | $6,127-96.0% | $2,969-91.8% |