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 | $74,544 |
JANNEY MONTGOMERY SCOTT LLC4 years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $36,270 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $2,983 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,219 | $46,292-39.0% | $143,757-80.4% | $64,808-56.5% |
| Participation rate | 94.1% | 64.2%+29.9pp | 80.3%+13.8pp | 71.5%+22.7pp |
| Annual return | -14.85% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,860 | $1,910-2.6% | $4,951-62.4% | $2,506-25.8% |
| Participant deferral / active EE | $2,835 | $2,646+7.1% | $5,637-49.7% | $4,310-34.2% |
| Admin fee / account holder | $148 | $154-4.0% | $14,673-99.0% | $188-21.4% |