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 | $104,092 |
ASCENSUS LLC2 years Filed as: CAPFINANCAL PARTNERS LLC DBA CAPTRU Service code 26 · EIN 26-0058143 | Advisory (Participants) | $47,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,208 | $99,078-65.5% | $96,544-64.6% | $74,419-54.0% |
| Participation rate | 97.6% | 80.7%+17.0pp | 76.0%+21.7pp | 70.7%+26.9pp |
| Annual return | 16.31% | 22.48%-6.2pp | 25.84%-9.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,142 | $2,570-55.6% | $2,965-61.5% | $2,637-56.7% |
| Participant deferral / active EE | $2,744 | $4,933-44.4% | $4,851-43.4% | $4,528-39.4% |
| Admin fee / account holder | $136 | $225-39.5% | $8,252-98.4% | $348-60.9% |