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 6-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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,142 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $31,228 |
PASI, LLC6+ years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $27,514 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,569 | $45,031-32.1% | $84,966-64.0% | $77,643-60.6% |
| Participation rate | 79.4% | 48.7%+30.7pp | 67.5%+11.9pp | 70.6%+8.9pp |
| Annual return | 15.24% | 79.22%-64.0pp | 66.38%-51.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $782 | $1,609-51.4% | $2,727-71.3% | $2,726-71.3% |
| Participant deferral / active EE | $3,075 | $2,807+9.5% | $4,519-32.0% | $4,647-33.8% |
| Admin fee / account holder | $222 | $912-75.7% | $6,149-96.4% | $430-48.5% |