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 7-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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,168 |
Filed as: ACCELERATE INVESTMENT Service code 27 ADVISORS LLC · ALISO VIEJO, CA 92656 | Advisory (Plan) | $46,599 |
Filed as: EMPOWER FINANICAL SERVICES Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,165 | $50,815+105.0% | $155,509-33.0% | $77,643+34.2% |
| Participation rate | 82.8% | 63.1%+19.7pp | 78.2%+4.6pp | 70.6%+12.2pp |
| Annual return | 16.37% | 34.80%-18.4pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $6,161 | $1,993+209.2% | $4,672+31.8% | $2,726+126.0% |
| Participant deferral / active EE | $7,342 | $2,822+160.2% | $5,626+30.5% | $4,647+58.0% |
| Admin fee / account holder | $177 | $437-59.4% | $15,912-98.9% | $430-58.8% |