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) | $18,554 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,224 | $80,724-6.8% | $103,333-27.2% | $74,495+1.0% |
| Participation rate | 78.7% | 65.7%+13.0pp | 74.5%+4.1pp | 67.2%+11.5pp |
| Annual return | 15.09% | 27.56%-12.5pp | 24.88%-9.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,755 | $3,157-44.4% | $3,868-54.6% | $2,623-33.1% |
| Participant deferral / active EE | $4,116 | $3,860+6.6% | $5,057-18.6% | $4,346-5.3% |
| Admin fee / account holder | $197 | $2,368-91.7% | $8,355-97.6% | $1,942-89.9% |