Filed January 31, 2022
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 | $28,508 |
Filed as: ONEDIGITAL TOPCO LLC Service code 27 · EIN 82-1434504 DBA ONE DIGITAL INVESTMENT ADVISORS · ATLANTA, GA 30339 | Advisory (Plan) | $0 |
Annual investment return 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 | $129,945 | $122,239+6.3% | $184,203-29.5% | $74,495+74.4% |
| Participation rate | 89.0% | 85.5%+3.5pp | 86.8%+2.2pp | 67.2%+21.8pp |
| Annual return | 11.43% | 19.95%-8.5pp | 28.81%-17.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $4,757 | $4,537+4.8% | $6,427-26.0% | $2,623+81.4% |
| Participant deferral / active EE | $5,083 | $7,139-28.8% | $9,131-44.3% | $4,346+17.0% |
| Admin fee / account holder | $191 | $1,260-84.8% | $13,901-98.6% | $1,942-90.1% |