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 Service code 64 COMPANY OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,237 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,549 |
Filed as: ALLIANT INSURANCE SERVICESINC DBA Service code 55 | Other Commissions | $10,000 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $3,225 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · SPRINFIELD, MA 011029500 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,699 | $52,208+23.9% | $86,612-25.3% | $74,419-13.1% |
| Participation rate | 81.9% | 66.3%+15.5pp | 71.7%+10.2pp | 70.7%+11.1pp |
| Annual return | 23.64% | 44.46%-20.8pp | 591.07%-567.4pp | 34.38%-10.7pp |
| Employer contribution / active EE | $4,403 | $2,282+93.0% | $3,022+45.7% | $2,637+67.0% |
| Participant deferral / active EE | $8,265 | $3,383+144.3% | $4,438+86.3% | $4,528+82.5% |
| Admin fee / account holder | $264 | $319-17.1% | $5,614-95.3% | $348-24.0% |