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 | $273,281 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,477 |
CARON & BLETZER, PLLC6 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,389 | $50,127-71.3% | $149,673-90.4% | $80,160-82.0% |
| Participation rate | 92.3% | 64.3%+28.1pp | 78.8%+13.6pp | 72.9%+19.4pp |
| Annual return | 22.83% | 29.82%-7.0pp | 134.42%-111.6pp | 40.38%-17.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,782 | $3,194-12.9% | $5,680-51.0% | $5,017-44.6% |
| Admin fee / account holder | $73 | $153-52.2% | $13,210-99.4% | $145-49.6% |