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 | $44,572 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $39,646 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,579 | $79,171-10.9% | $102,423-31.1% | $74,495-5.3% |
| Participation rate | 95.1% | 74.8%+20.3pp | 76.5%+18.6pp | 67.2%+27.9pp |
| Annual return | 13.35% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,101 | $2,362+31.3% | $3,023+2.6% | $2,623+18.2% |
| Participant deferral / active EE | $5,439 | $4,415+23.2% | $5,053+7.6% | $4,346+25.2% |
| Admin fee / account holder | $241 | $2,001-87.9% | $9,451-97.4% | $1,942-87.6% |