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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,636 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $7,536 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,820 |
Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $400 |
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 | $105,414 | $106,236-0.8% | $112,228-6.1% | $64,808+62.7% |
| Participation rate | 79.4% | 71.7%+7.8pp | 75.1%+4.4pp | 71.5%+8.0pp |
| Annual return | -18.18% | -6.02%-12.2pp | 27.45%-45.6pp | 32.82%-51.0pp |
| Employer contribution / active EE | $2,195 | $3,166-30.7% | $3,635-39.6% | $2,506-12.4% |
| Participant deferral / active EE | $7,438 | $3,785+96.5% | $4,728+57.3% | $4,310+72.6% |
| Admin fee / account holder | $156 | $452-65.5% | $6,410-97.6% | $188-16.9% |