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 | $88,969 |
OSAIC WEALTH INC3 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $44,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,061 |
EIDE BAILLY LLP6 years Service code 16 PO BOX 88678 · MILWAUKEE, WI 53288 | Consulting | $18,112 |
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 | $41,428 | $102,204-59.5% | $145,661-71.6% | $85,563-51.6% |
| Participation rate | 85.9% | 70.6%+15.3pp | 77.2%+8.6pp | 66.0%+19.9pp |
| Annual return | 13.14% | 16.68%-3.5pp | 101.46%-88.3pp | 31.51%-18.4pp |
| Employer contribution / active EE | $933 | $3,600-74.1% | $4,238-78.0% | $2,654-64.8% |
| Participant deferral / active EE | $4,830 | $5,729-15.7% | $7,198-32.9% | $4,375+10.4% |
| Admin fee / account holder | $238 | $647-63.2% | $12,466-98.1% | $834-71.5% |