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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,561 |
Service code 27 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Advisory (Plan) | $72,399 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,005 |
ASSOCIATED PENSION CONSULTANTS8+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $3,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,380 | $82,202+55.0% | $125,339+1.6% | $64,808+96.6% |
| Participation rate | 87.4% | 77.9%+9.5pp | 82.4%+5.0pp | 71.5%+15.9pp |
| Annual return | 11.36% | 3.48%+7.9pp | 572.05%-560.7pp | 32.82%-21.5pp |
| Employer contribution / active EE | $2,915 | $3,615-19.4% | $4,814-39.4% | $2,506+16.3% |
| Participant deferral / active EE | $9,966 | $7,175+38.9% | $7,446+33.8% | $4,310+131.2% |
| Admin fee / account holder | $265 | $163+62.5% | $10,010-97.3% | $188+41.3% |