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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC5 years Service code 27 45 ROCKEFELLER PLAZA 5 FL · NEW YORK, NY 10111 | Advisory (Plan) | $75,746 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,649 | $54,193-4.7% | $93,654-44.9% | $77,671-33.5% |
| Participation rate | 85.3% | 63.9%+21.4pp | 68.7%+16.6pp | 70.6%+14.8pp |
| Annual return | 16.06% | 30.54%-14.5pp | 133.34%-117.3pp | 31.21%-15.2pp |
| Employer contribution / active EE | $348 | $1,168-70.2% | $2,421-85.6% | $2,726-87.2% |
| Participant deferral / active EE | $5,163 | $3,144+64.2% | $4,413+17.0% | $4,648+11.1% |
| Admin fee / account holder | $230 | $576-60.0% | $8,282-97.2% | $430-46.6% |