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 | $7,998 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,972 | $82,202+515.5% | $125,339+303.7% | $64,808+680.7% |
| Participation rate | 93.3% | 77.9%+15.5pp | 82.4%+11.0pp | 71.5%+21.9pp |
| Annual return | -19.92% | 3.48%-23.4pp | 572.05%-592.0pp | 32.82%-52.7pp |
| Employer contribution / active EE | $15,749 | $3,615+335.6% | $4,814+227.2% | $2,506+528.5% |
| Participant deferral / active EE | $12,136 | $7,175+69.1% | $7,446+63.0% | $4,310+181.6% |
| Admin fee / account holder | $27 | $163-83.7% | $10,010-99.7% | $188-85.8% |