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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $104,348 |
PLEXUS FINANCIAL SERVICES, LLC10+ years Filed as: PLEXUS FINANCIAL SERVICES LLC Service code 55 21805 FIELD PARKWAY #300 · DEER PARK, IL 60010 | Other Commissions | $33,391 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,927 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,616 | $89,436-45.6% | $164,813-70.5% | $77,643-37.4% |
| Participation rate | 84.1% | 78.6%+5.5pp | 78.6%+5.5pp | 70.6%+13.6pp |
| Annual return | 53.89% | 28.83%+25.1pp | 69.93%-16.0pp | 31.24%+22.6pp |
| Employer contribution / active EE | $1,619 | $2,569-37.0% | $4,341-62.7% | $2,726-40.6% |
| Participant deferral / active EE | $4,106 | $4,897-16.2% | $6,031-31.9% | $4,647-11.7% |
| Admin fee / account holder | $216 | $339-36.4% | $12,690-98.3% | $430-49.8% |