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 INSURANCE CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,067 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $8,236 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $63 |
Filed as: PRIME PENSIONS, INC. Service code 14 · EIN 46-1224594 | Plan Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,869 | $47,126-62.1% | $149,673-88.1% | $74,419-76.0% |
| Participation rate | 79.8% | 63.4%+16.4pp | 78.8%+1.1pp | 70.7%+9.1pp |
| Annual return | 13.28% | 22.75%-9.5pp | 134.42%-121.1pp | 34.38%-21.1pp |
| Employer contribution / active EE | $3,842 | $1,905+101.7% | $4,818-20.2% | $2,637+45.7% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $73 | $343-78.8% | $13,210-99.5% | $348-79.1% |