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 3-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 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $37,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,510 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,453 | $88,087+2.7% | $164,866-45.1% | $74,546+21.3% |
| Participation rate | 91.9% | 73.1%+18.8pp | 78.6%+13.3pp | 67.2%+24.7pp |
| Annual return | 12.53% | 17.27%-4.7pp | 69.97%-57.4pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,872 | $2,595-27.9% | $4,343-56.9% | $2,624-28.7% |
| Participant deferral / active EE | $6,499 | $4,499+44.4% | $6,033+7.7% | $4,347+49.5% |
| Admin fee / account holder | $254 | $2,232-88.6% | $12,689-98.0% | $1,944-86.9% |