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 4-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 | $55,429 |
PENSION ASSURANCE LLP2 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $22,000 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $19,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,918 | $62,688+78.5% | $178,014-37.1% | $77,671+44.1% |
| Participation rate | 84.7% | 66.9%+17.8pp | 77.1%+7.6pp | 70.6%+14.1pp |
| Annual return | 17.73% | 16.16%+1.6pp | 294.80%-277.1pp | 31.21%-13.5pp |
| Employer contribution / active EE | $6,531 | $1,912+241.7% | $3,950+65.4% | $2,726+139.6% |
| Participant deferral / active EE | $13,664 | $4,224+223.5% | $6,276+117.7% | $4,648+194.0% |
| Admin fee / account holder | $220 | $386-43.1% | $10,362-97.9% | $430-48.9% |