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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,190 |
JULY BUSINESS SERVICES2 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $3,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,283 | $100,923-36.3% | $150,045-57.2% | $74,304-13.5% |
| Participation rate | 70.6% | 70.1%+0.5pp | 82.3%-11.8pp | 60.3%+10.2pp |
| Annual return | 15.60% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,769 | $3,463+8.8% | $4,693-19.7% | $2,241+68.2% |
| Participant deferral / active EE | $8,109 | $6,709+20.9% | $7,997+1.4% | $3,767+115.2% |
| Admin fee / account holder | $146 | $2,767-94.7% | $13,435-98.9% | $2,969-95.1% |