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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $38,001 |
PIAKER & LYONS2 years Filed as: PIAKER & LYONS PC Service code 10 92 HAWLEY ST PO BOX 1330 · BRINGHAMTON, NY 139021330 | Accounting | $11,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,501 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE 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.
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 | $75,022 | $88,083-14.8% | $164,813-54.5% | $74,495+0.7% |
| Participation rate | 56.7% | 73.0%-16.4pp | 78.6%-21.9pp | 67.2%-10.5pp |
| Annual return | 11.05% | 17.26%-6.2pp | 69.93%-58.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $964 | $2,593-62.8% | $4,341-77.8% | $2,623-63.3% |
| Participant deferral / active EE | $2,696 | $4,498-40.1% | $6,031-55.3% | $4,346-38.0% |
| Admin fee / account holder | $37 | $2,234-98.3% | $12,690-99.7% | $1,942-98.1% |