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 ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80222 | Recordkeeping Fees | $78,609 |
BLITMAN & KING4 years Service code 22 · EIN 16-1047304 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $28,492 |
D'ARCANGELO & CO., LLP10+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $22,500 |
MARCO CONSULTING GROUP10+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $21,930 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,910 | $241,101-71.8% | $103,374-34.3% | $199,768-66.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 9.20% | 17.80%-8.6pp | 24.89%-15.7pp | 34.26%-25.1pp |
| Employer contribution / active EE | $3,954 | $4,244-6.8% | $3,869+2.2% | $3,037+30.2% |
| Participant deferral / active EE | $741 | $3,958-81.3% | $5,058-85.3% | $5,090-85.4% |
| Admin fee / account holder | $214 | $288-25.6% | $8,394-97.5% | $269-20.5% |