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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,353 |
ROSALINE MENDOZA CPA PA7 years Service code 10 5701 SW 107 AVE STE 206 · MIAMI, FL 33173 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,200 | $89,248-26.9% | $136,007-52.1% | $74,495-12.5% |
| Participation rate | 97.4% | 69.4%+28.0pp | 76.5%+21.0pp | 67.2%+30.2pp |
| Annual return | 17.77% | 22.76%-5.0pp | 579.32%-561.5pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,055 | $2,838-27.6% | $4,217-51.3% | $2,623-21.7% |
| Participant deferral / active EE | $5,964 | $4,598+29.7% | $7,025-15.1% | $4,346+37.2% |
| Admin fee / account holder | $196 | $1,545-87.3% | $6,858-97.1% | $1,942-89.9% |