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 | $130,224-30.6% | $197,124-54.1% | $79,634+13.5% |
| Participation rate | 96.5% | 87.8%+8.7pp | 86.7%+9.8pp | 62.5%+34.1pp |
| Annual return | 15.40% | 23.65%-8.2pp | 44.34%-28.9pp | 36.46%-21.1pp |
| Employer contribution / active EE | $4,985 | $4,314+15.5% | $6,227-20.0% | $2,529+97.1% |
| Participant deferral / active EE | $4,520 | $7,378-38.7% | $9,135-50.5% | $3,835+17.9% |
| Admin fee / account holder | $239 | $254-6.2% | $16,298-98.5% | $1,002-76.2% |