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 | $3,069 |
MCF ADVISORS LLC1 year Service code 27 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Advisory (Plan) | $300 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,242 | $61,272-52.3% | $149,673-80.5% | $71,457-59.1% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.2pp | 67.9%+26.0pp |
| Annual return | 25.68% | 35.85%-10.2pp | 134.42%-108.7pp | 28.85%-3.2pp |
| Employer contribution / active EE | $1,793 | $2,378-24.6% | $4,818-62.8% | $2,588-30.7% |
| Participant deferral / active EE | $3,653 | $2,917+25.2% | $5,680-35.7% | $4,289-14.8% |
| Admin fee / account holder | $21 | $1,261-98.3% | $13,210-99.8% | $1,587-98.7% |