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 | $76,865 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $37,579 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $3,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,400 | $47,126-41.9% | $149,673-81.7% | $74,419-63.2% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.7pp | 70.7%+25.8pp |
| Annual return | 15.11% | 22.75%-7.6pp | 134.42%-119.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,869 | $1,905-1.9% | $4,818-61.2% | $2,637-29.1% |
| Participant deferral / active EE | $2,653 | $2,728-2.7% | $5,680-53.3% | $4,528-41.4% |
| Admin fee / account holder | $124 | $343-63.8% | $13,210-99.1% | $348-64.4% |