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 |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $9,474 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,003 | $81,900-17.0% | $119,609-43.1% | $68,494-0.7% |
| Participation rate | 71.2% | 71.9%-0.7pp | 79.3%-8.1pp | 67.9%+3.3pp |
| Annual return | -14.12% | -23.82%+9.7pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,797 | $2,693-33.3% | $4,232-57.5% | $2,596-30.8% |
| Participant deferral / active EE | $4,179 | $4,148+0.8% | $5,602-25.4% | $4,027+3.8% |
| Admin fee / account holder | $21 | $6,582-99.7% | $10,323-99.8% | $5,403-99.6% |