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 | $4,558 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $0 |
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 | $388,125 | $122,239+217.5% | $184,203+110.7% | $74,495+421.0% |
| Participation rate | 98.5% | 85.5%+13.1pp | 86.8%+11.7pp | 67.2%+31.3pp |
| Annual return | 16.25% | 19.95%-3.7pp | 28.81%-12.6pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $26,741 | $4,537+489.3% | $6,427+316.1% | $2,623+919.5% |
| Participant deferral / active EE | $13,332 | $7,139+86.8% | $9,131+46.0% | $4,346+206.8% |
| Admin fee / account holder | $9 | $1,260-99.3% | $13,901-99.9% | $1,942-99.5% |