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 | $6,313 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
MMLIS1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,555 | $86,897-17.7% | $151,611-52.8% | $64,808+10.4% |
| Participation rate | 90.7% | 87.3%+3.4pp | 87.5%+3.2pp | 71.5%+19.2pp |
| Annual return | -13.25% | -3.57%-9.7pp | 3.33%-16.6pp | 32.82%-46.1pp |
| Employer contribution / active EE | $4,146 | $4,010+3.4% | $6,166-32.8% | $2,506+65.4% |
| Participant deferral / active EE | $3,593 | $6,690-46.3% | $8,363-57.0% | $4,310-16.6% |
| Admin fee / account holder | $9 | $153-94.1% | $11,616-99.9% | $188-95.2% |