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 INS. CO. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,678 |
EMPLOYEE BENEFITS GROUP, LLC11+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $9,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,735 | $131,799-26.6% | $200,582-51.8% | $85,563+13.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 16.60% | 21.59%-5.0pp | 42.33%-25.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $7,976 | $4,532+76.0% | $6,419+24.3% | $2,654+200.6% |
| Participant deferral / active EE | $6,644 | $7,702-13.7% | $9,331-28.8% | $4,375+51.9% |
| Admin fee / account holder | $101 | $235-57.2% | $16,305-99.4% | $834-87.9% |