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 | $13,863 |
EIDE BAILLY LLP1 year Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $3,750 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,632 | $82,664-12.1% | $125,339-42.1% | $68,494+6.0% |
| Participation rate | 83.6% | 75.0%+8.6pp | 82.4%+1.3pp | 67.9%+15.7pp |
| Annual return | -15.62% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,712 | $3,381-19.8% | $4,814-43.7% | $2,596+4.5% |
| Participant deferral / active EE | $8,238 | $6,110+34.8% | $7,446+10.6% | $4,027+104.6% |
| Admin fee / account holder | $188 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |