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 | $36,478 |
Service code 13 3552 NE RALPH POWELL RD · LEES SUMMIT, MO 64064 | Contract Administrator | $10,574 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,401 | $50,199-45.4% | $70,092-60.9% | $66,914-59.1% |
| Participation rate | 97.5% | 66.3%+31.2pp | 70.5%+27.0pp | 69.8%+27.7pp |
| Annual return | -19.07% | -13.85%-5.2pp | 190.73%-209.8pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,339 | $1,864-28.2% | $2,559-47.7% | $2,544-47.4% |
| Participant deferral / active EE | $4,121 | $3,112+32.4% | $3,849+7.1% | $4,237-2.7% |
| Admin fee / account holder | $116 | $600-80.7% | $6,267-98.2% | $593-80.5% |