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 | $346,337 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $292,875 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $102,626 |
BENNETT THRASHER LLP9 years Service code 10 3300 RIVERWOOD PKWY STE 700 · ATLANTA, GA 30339 | Accounting | $22,208 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,933 | $128,899-41.1% | $113,168-32.9% | $102,872-26.2% |
| Participation rate | 99.7% | 87.0%+12.7pp | 76.6%+23.2pp | 73.0%+26.7pp |
| Annual return | 19.62% | 15.88%+3.7pp | 24.27%-4.7pp | 19.06%+0.6pp |
| Employer contribution / active EE | $4,199 | $3,713+13.1% | $2,975+41.1% | $3,526+19.1% |
| Participant deferral / active EE | $5,377 | $6,787-20.8% | $5,107+5.3% | $5,535-2.8% |
| Admin fee / account holder | $233 | $129+80.2% | $12,068-98.1% | $292-20.2% |