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 99 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Other Fees | $70,123 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,412 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,535 | $62,267-2.8% | $110,238-45.1% | $55,725+8.6% |
| Participation rate | 97.9% | 78.1%+19.7pp | 79.8%+18.1pp | 70.9%+27.0pp |
| Annual return | -4.04% | -1.07%-3.0pp | 314.74%-318.8pp | 244.93%-249.0pp |
| Employer contribution / active EE | $6,522 | $1,941+236.0% | $3,826+70.5% | $2,078+213.9% |
| Participant deferral / active EE | $10,960 | $3,516+211.7% | $4,672+134.6% | $3,356+226.6% |
| Admin fee / account holder | $232 | $121+91.5% | $8,547-97.3% | $115+101.0% |