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 | $22,471 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,802 | $101,317-12.4% | $146,958-39.6% | $74,495+19.2% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.3pp |
| Annual return | 14.79% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,068 | $3,810-45.7% | $4,933-58.1% | $2,623-21.2% |
| Participant deferral / active EE | $8,559 | $7,303+17.2% | $8,070+6.1% | $4,346+97.0% |
| Admin fee / account holder | $263 | $1,739-84.9% | $12,998-98.0% | $1,942-86.4% |