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 9-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 | $103,781 |
KORNERSTONE, INC.6+ years Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 1811 CONCORD AVE STE 130 · CHICO, CA 95928 | Advisory (Plan) | $24,911 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,821 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,655 |
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 | $51,692 | $82,202-37.1% | $125,339-58.8% | $64,808-20.2% |
| Participation rate | 95.0% | 77.9%+17.1pp | 82.4%+12.6pp | 71.5%+23.5pp |
| Annual return | -18.13% | 3.48%-21.6pp | 572.05%-590.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $3,509 | $3,615-2.9% | $4,814-27.1% | $2,506+40.1% |
| Participant deferral / active EE | $14,455 | $7,175+101.5% | $7,446+94.1% | $4,310+235.4% |
| Admin fee / account holder | $197 | $163+20.8% | $10,010-98.0% | $188+5.0% |