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 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $24,489 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,486 |
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 | $41,460 | $91,407-54.6% | $135,903-69.5% | $71,457-42.0% |
| Participation rate | 92.6% | 75.7%+16.9pp | 81.9%+10.7pp | 67.9%+24.7pp |
| Annual return | 16.57% | 29.90%-13.3pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,078 | $7,092-56.6% | $7,758-60.3% | $4,289-28.2% |
| Admin fee / account holder | $227 | $1,266-82.1% | $10,762-97.9% | $1,587-85.7% |