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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $36,246 |
Filed as: BLACKBURN, CHILDERS & STEGALL Service code 10 · EIN 62-0647474 | Accounting | $9,125 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,724 | $65,435-69.9% | $86,677-77.2% | $66,914-70.5% |
| Participation rate | 99.6% | 75.5%+24.1pp | 76.6%+23.0pp | 69.8%+29.8pp |
| Annual return | -11.59% | -10.89%-0.7pp | 35.91%-47.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,175 | $2,153-45.4% | $2,836-58.6% | $2,544-53.8% |
| Participant deferral / active EE | $887 | $4,100-78.4% | $4,656-80.9% | $4,237-79.1% |
| Admin fee / account holder | $168 | $642-73.8% | $7,493-97.8% | $593-71.7% |