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 | $72,631 |
VALMARK ADVISERS INC8 years Service code 27 130 SPRINGSIDE DR STE 110 · AKRON, OH 44333 | Advisory (Plan) | $32,500 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES, LLC Service code 10 PO BOX 507 · PORTLAND, ME 041120507 | Accounting | $12,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,951 | $59,054-34.0% | $97,226-59.9% | $77,643-49.8% |
| Participation rate | 94.9% | 67.9%+27.0pp | 72.7%+22.2pp | 70.6%+24.3pp |
| Annual return | 13.49% | 16.96%-3.5pp | 75.13%-61.6pp | 31.24%-17.8pp |
| Employer contribution / active EE | $945 | $1,742-45.8% | $2,729-65.4% | $2,726-65.3% |
| Participant deferral / active EE | $3,028 | $3,930-22.9% | $4,264-29.0% | $4,647-34.8% |
| Admin fee / account holder | $242 | $346-30.2% | $5,654-95.7% | $430-43.8% |