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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $14,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,722 | $76,670-9.1% | $96,683-27.9% | $71,457-2.4% |
| Participation rate | 86.1% | 66.6%+19.5pp | 74.3%+11.7pp | 67.9%+18.2pp |
| Annual return | 18.92% | 48.29%-29.4pp | 35.69%-16.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,943 | $3,031-35.9% | $3,737-48.0% | $2,588-24.9% |
| Participant deferral / active EE | $4,795 | $3,771+27.2% | $4,878-1.7% | $4,289+11.8% |
| Admin fee / account holder | $173 | $2,028-91.5% | $6,730-97.4% | $1,587-89.1% |