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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,505 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,470 | $75,923-42.7% | $102,423-57.6% | - |
| Participation rate | 96.0% | 71.4%+24.6pp | 76.5%+19.5pp | - |
| Annual return | 13.14% | 15.12%-2.0pp | 29.32%-16.2pp | - |
| Employer contribution / active EE | $1,514 | $2,206-31.4% | $3,023-49.9% | - |
| Participant deferral / active EE | $3,773 | $4,258-11.4% | $5,053-25.3% | - |
| Admin fee / account holder | $259 | $11,449-97.7% | $9,451-97.3% | - |