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 | $828,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,763 | $135,240+4.1% | $169,993-17.2% | $96,393+46.0% |
| Participation rate | 98.1% | 86.5%+11.6pp | 87.0%+11.1pp | 71.3%+26.8pp |
| Annual return | 16.13% | 22.04%-5.9pp | 53.37%-37.2pp | 22.88%-6.7pp |
| Employer contribution / active EE | $6,740 | $5,029+34.0% | $6,785-0.7% | $3,238+108.1% |
| Participant deferral / active EE | $6,633 | $8,138-18.5% | $10,408-36.3% | $5,455+21.6% |
| Admin fee / account holder | $18 | $85-78.5% | $12,815-99.9% | $74-75.3% |