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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $71,150 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $699 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,982 | $100,227+172.4% | $169,993+60.6% | $74,419+266.8% |
| Participation rate | 92.3% | 87.3%+4.9pp | 87.0%+5.3pp | 70.7%+21.5pp |
| Annual return | 15.66% | 66.08%-50.4pp | 53.37%-37.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $5,211 | $4,263+22.2% | $6,785-23.2% | $2,637+97.6% |
| Participant deferral / active EE | $15,252 | $7,143+113.5% | $10,408+46.5% | $4,528+236.8% |
| Admin fee / account holder | $26 | $234-88.8% | $12,815-99.8% | $348-92.4% |