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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $196,124 |
TRUSTMARK NATIONAL BANK10+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $118,849 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,932 |
YOUNG WELLS WILLIAMS PA5 years Service code 25 PO BOX 6005 · RIDGELAND, MS 391586005 | Directed Trustee | $10,419 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $30 |
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 | $32,691 | $241,101-86.4% | $103,333-68.4% | $199,593-83.6% |
| Participation rate | 98.8% | 78.3%+20.5pp | 74.5%+24.3pp | 72.0%+26.8pp |
| Annual return | 11.76% | 17.80%-6.0pp | 24.88%-13.1pp | 34.25%-22.5pp |
| Employer contribution / active EE | $2,005 | $4,244-52.8% | $3,868-48.2% | $3,034-33.9% |
| Participant deferral / active EE | $2,179 | $3,958-44.9% | $5,057-56.9% | $5,087-57.2% |
| Admin fee / account holder | $134 | $288-53.4% | $8,355-98.4% | $269-50.2% |