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 | $19,124 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,014 | $79,171-20.4% | $102,423-38.5% | $74,495-15.4% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 15.30% | 54.93%-39.6pp | 29.32%-14.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,097 | $2,362-11.2% | $3,023-30.6% | $2,623-20.1% |
| Participant deferral / active EE | $4,419 | $4,415+0.1% | $5,053-12.6% | $4,346+1.7% |
| Admin fee / account holder | $219 | $2,001-89.1% | $9,451-97.7% | $1,942-88.7% |