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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,586 |
Service code 27 9635 MAROON CIR STE 100 · ENGLEWOOD, CO 80112 | Advisory (Plan) | $34,503 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $21,811 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $12,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,582 | $59,623+26.8% | $95,585-20.9% | $85,563-11.7% |
| Participation rate | 98.5% | 57.2%+41.3pp | 72.1%+26.5pp | 66.0%+32.6pp |
| Annual return | 15.69% | 18.22%-2.5pp | 38.56%-22.9pp | 31.51%-15.8pp |
| Employer contribution / active EE | $4,072 | $1,669+143.9% | $2,527+61.2% | $2,654+53.5% |
| Participant deferral / active EE | $4,276 | $3,357+27.4% | $4,023+6.3% | $4,375-2.3% |
| Admin fee / account holder | $291 | $650-55.2% | $6,127-95.2% | $834-65.1% |