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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,030 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $26,268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,158 | $65,061-12.1% | $143,757-60.2% | $66,914-14.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.77% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $4,486 | $2,361+90.0% | $4,951-9.4% | $2,544+76.3% |
| Participant deferral / active EE | $5,988 | $2,919+105.1% | $5,637+6.2% | $4,237+41.3% |
| Admin fee / account holder | $283 | $502-43.5% | $14,673-98.1% | $593-52.2% |