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 | $54,702 |
CETERA ADVISOR NETWORKS LLC9 years Service code 55 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $22,795 |
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $14,474 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6300 BRIDGE POINT PKWY BLDG L · AUSTIN, TX 78730 | Advisory (Plan) | $7,356 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,538 | $59,402-21.7% | $93,654-50.3% | $74,546-37.6% |
| Participation rate | 94.0% | 59.7%+34.4pp | 68.7%+25.3pp | 67.2%+26.8pp |
| Annual return | 12.74% | 81.86%-69.1pp | 133.34%-120.6pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $608 | $1,265-51.9% | $2,421-74.9% | $2,624-76.8% |
| Participant deferral / active EE | $4,048 | $3,049+32.8% | $4,413-8.3% | $4,347-6.9% |
| Admin fee / account holder | $212 | $3,023-93.0% | $8,282-97.4% | $1,944-89.1% |