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 7-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 | $33,454 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,768 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $8,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,746 | $50,458-62.8% | $159,960-88.3% | $64,808-71.1% |
| Participation rate | 89.0% | 68.0%+20.9pp | 78.0%+11.0pp | 71.5%+17.5pp |
| Annual return | -16.36% | -13.42%-2.9pp | 408.60%-425.0pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,071 | $1,722-37.8% | $4,226-74.6% | $2,506-57.2% |
| Participant deferral / active EE | $2,309 | $4,004-42.3% | $6,182-62.6% | $4,310-46.4% |
| Admin fee / account holder | $131 | $706-81.4% | $8,698-98.5% | $188-30.1% |