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 15 · EIN 84-0467907 | Recordkeeping | $96,483 |
FIRST HORIZON ADVISORS INC3 years Filed as: FIRST HORIZON ADVISORS, INC. Service code 17 · EIN 62-1254528 | Pension Consulting | $83,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,479 | $46,292+307.2% | $143,757+31.1% | $64,808+190.8% |
| Participation rate | 88.0% | 64.2%+23.8pp | 80.3%+7.7pp | 71.5%+16.6pp |
| Annual return | -16.84% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $4,995 | $1,910+161.6% | $4,951+0.9% | $2,506+99.3% |
| Participant deferral / active EE | $4,049 | $2,646+53.0% | $5,637-28.2% | $4,310-6.1% |
| Admin fee / account holder | $205 | $154+33.0% | $14,673-98.6% | $188+8.9% |