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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $21,525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,878 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,006 | $84,487+94.1% | $125,339+30.9% | $66,914+145.1% |
| Participation rate | 85.6% | 76.4%+9.2pp | 82.4%+3.3pp | 69.8%+15.8pp |
| Annual return | -17.72% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,427 | $3,553-31.7% | $4,814-49.6% | $2,544-4.6% |
| Participant deferral / active EE | $10,477 | $6,781+54.5% | $7,446+40.7% | $4,237+147.3% |
| Admin fee / account holder | $104 | $685-84.8% | $10,010-99.0% | $593-82.4% |