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 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE INC Service code 33 200S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,992 | $91,407-25.6% | $135,903-50.0% | $71,457-4.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 22.72% | 29.90%-7.2pp | 68.23%-45.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $1,658 | $3,703-55.2% | $4,856-65.9% | $2,588-35.9% |
| Participant deferral / active EE | $5,243 | $7,092-26.1% | $7,758-32.4% | $4,289+22.2% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,762-100.0% | $1,587-100.0% |