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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,343 |
BFSG LLC1 year Filed as: FOCUS OPERATING LLC Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $97,500 |
SEEQUELLE PARTNERS INC1 year Service code 99 1155 PERIMETER CENTER W STE 1100 · ATLANTA, GA 30338 | Other Fees | $10,885 |
Employer contribution per participant 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 | $76,807 | $112,623-31.8% | $106,213-27.7% | $199,593-61.5% |
| Participation rate | 76.1% | 86.2%-10.1pp | 75.3%+0.8pp | 72.0%+4.2pp |
| Annual return | 16.55% | 15.57%+1.0pp | 116.14%-99.6pp | 34.25%-17.7pp |
| Employer contribution / active EE | $407 | $4,575-91.1% | $3,171-87.2% | $3,034-86.6% |
| Participant deferral / active EE | $3,490 | $6,659-47.6% | $5,016-30.4% | $5,087-31.4% |
| Admin fee / account holder | $134 | $107+25.5% | $11,033-98.8% | $269-50.1% |