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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,380 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $12,667 |
DEFINITI LLC3+ years Service code 99 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $7,375 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,076 | $106,110+4.7% | $147,005-24.4% | $77,671+43.0% |
| Participation rate | 94.5% | 78.4%+16.1pp | 82.2%+12.3pp | 70.6%+23.9pp |
| Annual return | 14.94% | 56.77%-41.8pp | 418.76%-403.8pp | 31.21%-16.3pp |
| Employer contribution / active EE | $2,816 | $4,065-30.7% | $4,934-42.9% | $2,726+3.3% |
| Participant deferral / active EE | $12,533 | $7,992+56.8% | $8,070+55.3% | $4,648+169.7% |
| Admin fee / account holder | $113 | $338-66.7% | $13,006-99.1% | $430-73.9% |