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 |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $18,748 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,623 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,911 | $65,061-18.7% | $143,757-63.2% | $66,914-20.9% |
| Participation rate | 79.4% | 65.2%+14.2pp | 80.3%-0.9pp | 69.8%+9.6pp |
| Annual return | -16.16% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,500 | $2,361+5.9% | $4,951-49.5% | $2,544-1.7% |
| Participant deferral / active EE | $4,728 | $2,919+62.0% | $5,637-16.1% | $4,237+11.6% |
| Admin fee / account holder | $226 | $502-54.9% | $14,673-98.5% | $593-61.9% |