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 | $1,859 |
MORGAN STANLEY SMITH BARNEY3 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 | $55,496 | $78,485-29.3% | $106,213-47.7% | $74,495-25.5% |
| Participation rate | 90.4% | 72.8%+17.6pp | 75.3%+15.1pp | 67.2%+23.2pp |
| Annual return | 13.05% | 15.95%-2.9pp | 116.14%-103.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,606 | $2,523+42.9% | $3,171+13.7% | $2,623+37.5% |
| Participant deferral / active EE | $4,369 | $4,322+1.1% | $5,016-12.9% | $4,346+0.5% |
| Admin fee / account holder | $12 | $2,232-99.5% | $11,033-99.9% | $1,942-99.4% |