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 7-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,959 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $23,532 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,673 | $199,593-93.1% | $76,190-82.1% | $199,593-93.1% |
| Participation rate | 98.1% | 72.0%+26.1pp | 79.3%+18.8pp | 72.0%+26.1pp |
| Annual return | 18.37% | 34.25%-15.9pp | 13.78%+4.6pp | 34.25%-15.9pp |
| Employer contribution / active EE | $622 | $3,034-79.5% | $4,578-86.4% | $3,034-79.5% |
| Participant deferral / active EE | $1,988 | $5,087-60.9% | $5,474-63.7% | $5,087-60.9% |
| Admin fee / account holder | $47 | $269-82.3% | $5,123-99.1% | $269-82.3% |