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 INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $117,652 |
ARKADIOS CAPITAL3 years Filed as: ARKADIOS WEALTH ADVISORS LLC Service code 27 2827 PEACHTREE ROAD · ATLANTA, GA 30305 | Advisory (Plan) | $47,791 |
Filed as: RIMKUS MARCIANO & ASSOCIATES INC Service code 13 | Contract Administrator | $29,689 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,475 |
Filed as: RIMKUS MARCIANO & ASSOCIATES INC. Service code 13 · EIN 22-2725182 3136 WINTON RD STE 300 · ROCHESTER, NY 14623 | Contract Administrator | $2,200 |
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 | $230,540 | $100,923+128.4% | $150,045+53.6% | $74,304+210.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 11.10% | 51.77%-40.7pp | 62.55%-51.4pp | 29.43%-18.3pp |
| Employer contribution / active EE | $9,637 | $3,463+178.3% | $4,693+105.3% | $2,241+330.0% |
| Participant deferral / active EE | $9,827 | $6,709+46.5% | $7,997+22.9% | $3,767+160.8% |
| Admin fee / account holder | $298 | $2,767-89.2% | $13,435-97.8% | $2,969-90.0% |