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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $33,591 |
PIAKER & LYONS1 year Filed as: PIAKER & LYONS PC Service code 10 92 HAWLEY ST PO BOX 1330 · BRINGHAMTON, NY 139021330 | Accounting | $11,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $373 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,937 | $82,978-6.1% | $129,995-40.0% | $71,457+9.1% |
| Participation rate | 54.0% | 74.1%-20.1pp | 78.5%-24.5pp | 67.9%-13.9pp |
| Annual return | 15.68% | 20.60%-4.9pp | -137.18%+152.9pp | 28.85%-13.2pp |
| Employer contribution / active EE | $886 | $2,622-66.2% | $4,320-79.5% | $2,588-65.8% |
| Participant deferral / active EE | $2,450 | $4,432-44.7% | $5,820-57.9% | $4,289-42.9% |
| Admin fee / account holder | $33 | $1,729-98.1% | $10,614-99.7% | $1,587-97.9% |