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 | $117,353 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,683 | $106,236+4.2% | $112,228-1.4% | $64,808+70.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.56% | -6.02%-10.5pp | 27.45%-44.0pp | 32.82%-49.4pp |
| Employer contribution / active EE | $10,379 | $3,166+227.8% | $3,635+185.6% | $2,506+314.2% |
| Participant deferral / active EE | $7,381 | $3,785+95.0% | $4,728+56.1% | $4,310+71.2% |
| Admin fee / account holder | $252 | $452-44.1% | $6,410-96.1% | $188+34.4% |