Filed July 6, 2022
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 3-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 LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $37,224 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 3260 · CHICAGO, IL 60661 | Advisory (Plan) | $16,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,499 | $104,919+62.5% | $116,228+46.7% | $85,563+99.3% |
| Participation rate | 96.5% | 78.6%+17.9pp | 74.6%+21.9pp | 66.0%+30.5pp |
| Annual return | 16.46% | 15.38%+1.1pp | 90.06%-73.6pp | 31.51%-15.1pp |
| Employer contribution / active EE | $9,790 | $3,485+180.9% | $2,994+226.9% | $2,654+268.9% |
| Participant deferral / active EE | $8,834 | $5,306+66.5% | $4,953+78.4% | $4,375+101.9% |
| Admin fee / account holder | $149 | $429-65.3% | $11,989-98.8% | $834-82.2% |