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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,733 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $25,883 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,748 |
Filed as: EMPOWER ADVISORY GROUP, LLC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,019 | $106,028-36.8% | $146,958-54.4% | $77,643-13.7% |
| Participation rate | 92.0% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 19.73% | 56.73%-37.0pp | 418.34%-398.6pp | 31.24%-11.5pp |
| Employer contribution / active EE | $2,467 | $4,063-39.3% | $4,933-50.0% | $2,726-9.5% |
| Participant deferral / active EE | $13,053 | $7,990+63.4% | $8,070+61.8% | $4,647+180.9% |
| Admin fee / account holder | $285 | $337-15.6% | $12,998-97.8% | $430-33.8% |