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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $33,750 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Fees | $15,111 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,015 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant 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 | $90,062 | $92,055-2.2% | $106,213-15.2% | $77,643+16.0% |
| Participation rate | 80.9% | 81.0%-0.1pp | 75.3%+5.6pp | 70.6%+10.4pp |
| Annual return | 13.77% | 17.91%-4.1pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $604 | $3,367-82.1% | $3,171-80.9% | $2,726-77.8% |
| Participant deferral / active EE | $3,643 | $5,386-32.4% | $5,016-27.4% | $4,647-21.6% |
| Admin fee / account holder | $84 | $219-61.6% | $11,033-99.2% | $430-80.5% |