Filed July 11, 2022
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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,365 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,532 | $54,701-20.4% | $86,188-49.5% | $71,457-39.1% |
| Participation rate | 89.7% | 60.1%+29.6pp | 69.0%+20.8pp | 67.9%+21.8pp |
| Annual return | 14.33% | 20.06%-5.7pp | 1168.45%-1154.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,480 | $1,265+17.0% | $2,380-37.8% | $2,588-42.8% |
| Participant deferral / active EE | $2,498 | $3,108-19.6% | $3,985-37.3% | $4,289-41.7% |
| Admin fee / account holder | $167 | $1,922-91.3% | $6,852-97.6% | $1,587-89.5% |