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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,648 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,611 | $95,880-24.3% | $107,525-32.5% | $85,563-15.1% |
| Participation rate | 87.3% | 70.1%+17.2pp | 75.1%+12.3pp | 66.0%+21.4pp |
| Annual return | 18.67% | 68.06%-49.4pp | 181.32%-162.6pp | 31.51%-12.8pp |
| Employer contribution / active EE | $4,717 | $3,812+23.7% | $3,754+25.7% | $2,654+77.8% |
| Participant deferral / active EE | $8,906 | $4,201+112.0% | $5,116+74.1% | $4,375+103.5% |
| Admin fee / account holder | $247 | $1,025-75.9% | $8,919-97.2% | $834-70.3% |