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 | $24,916 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,772 |
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 | $51,899 | $101,317-48.8% | $146,958-64.7% | $74,495-30.3% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 14.69% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,330 | $7,303-54.4% | $8,070-58.7% | $4,346-23.4% |
| Admin fee / account holder | $253 | $1,739-85.5% | $12,998-98.1% | $1,942-87.0% |