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 | $1,100 |
Filed as: COMPENSATION BENEFITS PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,120 | $42,353-31.2% | $79,550-63.4% | $64,808-55.1% |
| Participation rate | 83.1% | 64.8%+18.4pp | 69.5%+13.7pp | 71.5%+11.7pp |
| Annual return | -4.57% | -12.24%+7.7pp | 0.16%-4.7pp | 32.82%-37.4pp |
| Employer contribution / active EE | $1,154 | $1,181-2.2% | $2,413-52.2% | $2,506-53.9% |
| Participant deferral / active EE | $4,560 | $3,170+43.8% | $3,985+14.4% | $4,310+5.8% |
| Admin fee / account holder | $22 | $160-86.1% | $6,832-99.7% | $188-88.2% |