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 4-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 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $30,844 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,610 | $64,612-29.4% | $86,436-47.2% | $64,808-29.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.52% | 0.66%-14.2pp | 4394.89%-4408.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $5,922 | $2,744+115.8% | $3,769+57.1% | $2,506+136.3% |
| Participant deferral / active EE | $13,598 | $7,497+81.4% | $6,952+95.6% | $4,310+215.5% |
| Admin fee / account holder | $126 | $169-25.3% | $6,731-98.1% | $188-32.8% |