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 6-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 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $34,588 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,690 | $82,917-58.2% | $103,333-66.4% | $77,643-55.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 72.11% | 19.13%+53.0pp | 24.88%+47.2pp | 31.24%+40.9pp |
| Employer contribution / active EE | $2,676 | $3,552-24.7% | $3,868-30.8% | $2,726-1.8% |
| Participant deferral / active EE | $3,891 | $4,108-5.3% | $5,057-23.1% | $4,647-16.3% |
| Admin fee / account holder | $66 | $638-89.6% | $8,355-99.2% | $430-84.6% |