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 · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,736 | $100,923+243.6% | $150,045+131.1% | $74,304+366.6% |
| Participation rate | 95.1% | 70.1%+25.0pp | 82.3%+12.8pp | 60.3%+34.7pp |
| Annual return | 16.47% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $13,597 | $3,463+292.6% | $4,693+189.7% | $2,241+506.7% |
| Participant deferral / active EE | $11,277 | $6,709+68.1% | $7,997+41.0% | $3,767+199.3% |
| Admin fee / account holder | $109 | $2,767-96.0% | $13,435-99.2% | $2,969-96.3% |