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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,605 |
Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $23,508 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,417 |
Employer contribution per participant 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 | $68,016 | $106,028-35.9% | $146,958-53.7% | $77,643-12.4% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 14.09% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $205 | $4,063-94.9% | $4,933-95.8% | $2,726-92.5% |
| Participant deferral / active EE | $7,676 | $7,990-3.9% | $8,070-4.9% | $4,647+65.2% |
| Admin fee / account holder | $279 | $337-17.3% | $12,998-97.9% | $430-35.2% |