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 Service code 37 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $25,047 |
BFSG LLC3 years Service code 27 · EIN 20-8161914 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,329 | $89,808+94.1% | $100,391+73.7% | $77,643+124.5% |
| Participation rate | 95.0% | 81.2%+13.8pp | 81.5%+13.5pp | 70.6%+24.4pp |
| Annual return | 23.80% | 20.62%+3.2pp | 49.20%-25.4pp | 31.24%-7.4pp |
| Employer contribution / active EE | $1,170 | $3,039-61.5% | $3,942-70.3% | $2,726-57.1% |
| Participant deferral / active EE | $7,004 | $8,284-15.4% | $8,082-13.3% | $4,647+50.7% |
| Admin fee / account holder | $47 | $174-73.0% | $7,899-99.4% | $430-89.1% |