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 | $32,613 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,490 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,484 | $40,385+272.6% | $80,569+86.8% | $74,419+102.2% |
| Participation rate | 98.9% | 47.4%+51.4pp | 67.0%+31.9pp | 70.7%+28.1pp |
| Annual return | 7.04% | 164.85%-157.8pp | 935.43%-928.4pp | 34.38%-27.3pp |
| Employer contribution / active EE | $6,020 | $1,496+302.3% | $2,723+121.0% | $2,637+128.2% |
| Participant deferral / active EE | $5,779 | $2,674+116.1% | $4,447+29.9% | $4,528+27.6% |
| Admin fee / account holder | $162 | $720-77.5% | $5,377-97.0% | $348-53.5% |