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 4-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 | $121,968 |
USI CONSULTING GROUP4+ years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $70,045 |
LANE GORMAN TRUBITT, PLLC4+ years Service code 10 2626 HOWELL ST STE 700 · DALLAS, TX 75204 | Accounting | $21,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,846 |
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 | $102,625 | $56,767+80.8% | $101,794+0.8% | $85,563+19.9% |
| Participation rate | 97.0% | 57.6%+39.4pp | 69.2%+27.8pp | 66.0%+31.0pp |
| Annual return | 12.73% | 17.76%-5.0pp | 30.53%-17.8pp | 31.51%-18.8pp |
| Employer contribution / active EE | $2,014 | $1,112+81.1% | $2,289-12.0% | $2,654-24.1% |
| Participant deferral / active EE | $5,405 | $2,720+98.7% | $4,084+32.3% | $4,375+23.5% |
| Admin fee / account holder | $174 | $1,098-84.2% | $8,777-98.0% | $834-79.2% |