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 |
|---|---|---|
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $33,718 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,720 |
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 | $85,708 | $87,870-2.5% | $113,168-24.3% | $74,304+15.3% |
| Participation rate | 81.8% | 70.7%+11.0pp | 76.6%+5.2pp | 60.3%+21.4pp |
| Annual return | 12.88% | 26.44%-13.6pp | 24.27%-11.4pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,565 | $2,277-31.3% | $2,975-47.4% | $2,241-30.2% |
| Participant deferral / active EE | $4,563 | $4,241+7.6% | $5,107-10.6% | $3,767+21.1% |
| Admin fee / account holder | $270 | $3,368-92.0% | $12,068-97.8% | $2,969-90.9% |