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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,492 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $56,432 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,419 | $131,799-31.4% | $200,582-54.9% | $85,563+5.7% |
| Participation rate | 96.5% | 87.9%+8.6pp | 86.9%+9.7pp | 66.0%+30.6pp |
| Annual return | 15.40% | 21.59%-6.2pp | 42.33%-26.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $4,985 | $4,532+10.0% | $6,419-22.3% | $2,654+87.8% |
| Participant deferral / active EE | $4,520 | $7,702-41.3% | $9,331-51.6% | $4,375+3.3% |
| Admin fee / account holder | $239 | $235+1.6% | $16,305-98.5% | $834-71.4% |