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 9-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 INS COMPANY OF AMER Service code 64 851 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,239 |
MORGAN STANLEY SMITH BARNEY2 years Service code 55 1 NEW YORK PLZ FL 12 · ANNUITY AND INS OPS, NY 100041901 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,659 | $71,516-34.8% | $98,439-52.6% | $71,457-34.7% |
| Participation rate | 95.9% | 72.7%+23.2pp | 75.2%+20.7pp | 67.9%+27.9pp |
| Annual return | 15.52% | 32.41%-16.9pp | 21.16%-5.6pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,379 | $2,399-0.8% | $3,048-21.9% | $2,588-8.1% |
| Participant deferral / active EE | $4,421 | $4,109+7.6% | $4,738-6.7% | $4,289+3.1% |
| Admin fee / account holder | $8 | $1,675-99.5% | $8,948-99.9% | $1,587-99.5% |