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 | $24,539 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,099 |
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 | $55,689 | $100,923-44.8% | $150,045-62.9% | $74,304-25.1% |
| Participation rate | 93.9% | 70.1%+23.8pp | 82.3%+11.6pp | 60.3%+33.6pp |
| Annual return | 16.20% | 51.77%-35.6pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $7 | $3,463-99.8% | $4,693-99.8% | $2,241-99.7% |
| Participant deferral / active EE | $3,781 | $6,709-43.6% | $7,997-52.7% | $3,767+0.4% |
| Admin fee / account holder | $262 | $2,767-90.5% | $13,435-98.1% | $2,969-91.2% |