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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,956 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,136 |
SAGEPOINT FINANCIAL INC6 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $31,414 |
EIDE BAILLY LLP4 years Service code 16 PO BOX 1914 · BISMARCK, ND 585021914 | Consulting | $15,500 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $11,226 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,112 | $136,853-83.8% | $130,231-83.0% | $80,160-72.4% |
| Participation rate | 89.5% | 81.6%+7.8pp | 76.3%+13.2pp | 72.9%+16.5pp |
| Annual return | 16.65% | 22.66%-6.0pp | 38.77%-22.1pp | 40.38%-23.7pp |
| Employer contribution / active EE | $688 | $3,395-79.7% | $4,126-83.3% | $2,978-76.9% |
| Participant deferral / active EE | $4,207 | $5,856-28.2% | $6,799-38.1% | $5,017-16.1% |
| Admin fee / account holder | $87 | $184-52.6% | $6,020-98.6% | $145-39.8% |