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 · EIN 84-0467907 | Recordkeeping Fees | $82,653 |
M HOLDINGS SECURITIES INC7 years Service code 99 PO BOX 2207 · PORTLAND, OR 97208 | Other Fees | $30,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,935 | $76,670+389.0% | $96,683+287.8% | $71,457+424.7% |
| Participation rate | 97.7% | 66.6%+31.1pp | 74.3%+23.4pp | 67.9%+29.8pp |
| Annual return | 19.06% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.8pp |
| Employer contribution / active EE | $16,240 | $3,031+435.7% | $3,737+334.6% | $2,588+527.6% |
| Participant deferral / active EE | $9,983 | $3,771+164.7% | $4,878+104.6% | $4,289+132.8% |
| Admin fee / account holder | $115 | $2,028-94.3% | $6,730-98.3% | $1,587-92.8% |