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 RETIREMENT Service code 15 · EIN 84-1455663 | Recordkeeping | $201,924 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 | Investment Management | $172,399 |
RSM US LLP3 years Service code 10 | Accounting | $36,000 |
PORTFOLIO EVALUATIONS, INC.5 years Service code 99 | Other Fees | $26,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,786 | $144,996-55.3% | $111,297-41.8% | $93,030-30.4% |
| Participation rate | 95.9% | 86.2%+9.7pp | 77.3%+18.6pp | 73.9%+22.0pp |
| Annual return | 15.40% | 18.26%-2.9pp | 54.65%-39.3pp | 158.70%-143.3pp |
| Employer contribution / active EE | $1,180 | $3,056-61.4% | $2,731-56.8% | $2,706-56.4% |
| Participant deferral / active EE | $4,291 | $5,587-23.2% | $4,487-4.4% | $4,562-5.9% |
| Admin fee / account holder | $64 | $103-38.4% | $7,964-99.2% | $152-58.0% |