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 5-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 10 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $37,808 |
COHNREZNICK LLP1 year Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $6,486 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $502 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,429 | $88,890-34.3% | $102,423-43.0% | $77,643-24.7% |
| Participation rate | 92.2% | 80.9%+11.3pp | 76.5%+15.7pp | 70.6%+21.6pp |
| Annual return | 14.89% | 24.98%-10.1pp | 29.32%-14.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,512 | $2,698-6.9% | $3,023-16.9% | $2,726-7.8% |
| Participant deferral / active EE | $3,969 | $5,145-22.9% | $5,053-21.4% | $4,647-14.6% |
| Admin fee / account holder | $112 | $235-52.5% | $9,451-98.8% | $430-74.0% |