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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,833 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,443 | $81,900-40.9% | $119,609-59.5% | $68,494-29.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.49% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,651 | $2,693+35.6% | $4,232-13.7% | $2,596+40.6% |
| Participant deferral / active EE | $2,870 | $4,148-30.8% | $5,602-48.8% | $4,027-28.7% |
| Admin fee / account holder | $240 | $6,582-96.4% | $10,323-97.7% | $5,403-95.6% |