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 |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $17,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,092 | $80,968-33.2% | $96,544-44.0% | $75,163-28.0% |
| Participation rate | 88.8% | 71.8%+17.0pp | 76.0%+12.8pp | 67.2%+21.6pp |
| Annual return | 20.69% | 27.06%-6.4pp | 25.84%-5.2pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,975 | $2,282-13.4% | $2,965-33.4% | $2,670-26.0% |
| Participant deferral / active EE | $4,278 | $3,928+8.9% | $4,851-11.8% | $4,125+3.7% |
| Admin fee / account holder | $191 | $6,724-97.2% | $8,252-97.7% | $5,651-96.6% |