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 TRUST COMPANY LLC Service code 64 PO BOX 561148 · DENVER, CO 80256 | Recordkeeping Fees | $879,313 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,031 | $171,977+2.4% | $200,582-12.2% | $140,769+25.0% |
| Participation rate | 97.4% | 93.2%+4.2pp | 86.9%+10.6pp | 74.2%+23.3pp |
| Annual return | 16.44% | 19.20%-2.8pp | 42.33%-25.9pp | 16.82%-0.4pp |
| Employer contribution / active EE | $7,673 | $6,031+27.2% | $6,419+19.5% | $3,906+96.4% |
| Participant deferral / active EE | $7,155 | $9,366-23.6% | $9,331-23.3% | $6,717+6.5% |
| Admin fee / account holder | $18 | $68-73.7% | $16,305-99.9% | $229-92.2% |