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 LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,150 |
EQUITABLE ADVISORS LLC5 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NC 10104 | Other Commissions | $22,313 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,396 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 13 7 WASHINGTON SQ · ALBANY, NC 12205 | Contract Administrator | $1,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,481 | $64,705-26.6% | $62,929-24.5% | $67,986-30.2% |
| Participation rate | 92.7% | 65.6%+27.1pp | 73.1%+19.6pp | 57.2%+35.5pp |
| Annual return | 12.83% | 20.31%-7.5pp | 1063.93%-1051.1pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,372 | $2,376-42.3% | $2,505-45.2% | $2,019-32.0% |
| Participant deferral / active EE | $3,150 | $3,198-1.5% | $3,888-19.0% | $3,358-6.2% |
| Admin fee / account holder | $204 | $1,428-85.7% | $5,065-96.0% | $3,203-93.6% |