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 | $126,943 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $62,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,326 | $81,302-51.6% | $76,002-48.3% | $199,768-80.3% |
| Participation rate | 96.9% | 70.1%+26.9pp | 69.1%+27.9pp | 72.0%+24.9pp |
| Annual return | 12.56% | 16.31%-3.8pp | 360.07%-347.5pp | 34.26%-21.7pp |
| Employer contribution / active EE | $851 | $3,352-74.6% | $2,688-68.4% | $3,037-72.0% |
| Participant deferral / active EE | $3,979 | $4,721-15.7% | $4,257-6.5% | $5,090-21.8% |
| Admin fee / account holder | $145 | $145+0.1% | $6,414-97.7% | $269-46.0% |