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 8-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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,896 |
SMITH & HOWARD, PC3 years Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DR · GLASTONBURY, CT 06033 | Advisory (Plan) | $28,455 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,918 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,416 | $50,982-9.0% | $154,803-70.0% | $85,563-45.8% |
| Participation rate | 81.3% | 59.8%+21.5pp | 78.1%+3.2pp | 66.0%+15.3pp |
| Annual return | 12.88% | 30.35%-17.5pp | 58.88%-46.0pp | 31.51%-18.6pp |
| Employer contribution / active EE | $4,238 | $1,708+148.1% | $4,305-1.6% | $2,654+59.7% |
| Participant deferral / active EE | $3,521 | $2,474+42.3% | $5,540-36.4% | $4,375-19.5% |
| Admin fee / account holder | $221 | $846-73.9% | $14,329-98.5% | $834-73.5% |