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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $98,022 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $48,636 |
Employer 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 | $68,207 | $89,282-23.6% | $94,646-27.9% | $74,419-8.3% |
| Participation rate | 70.7% | 82.4%-11.7pp | 80.8%-10.1pp | 70.7%0pp |
| Annual return | 17.81% | 25.96%-8.1pp | 156.71%-138.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $692 | $3,022-77.1% | $3,672-81.2% | $2,637-73.8% |
| Participant deferral / active EE | $5,962 | $8,425-29.2% | $7,418-19.6% | $4,528+31.7% |
| Admin fee / account holder | $190 | $219-13.3% | $7,231-97.4% | $348-45.4% |