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 CO. OF AM Service code 64 8518 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,064 |
Filed as: AMERIPRISE FINANCIAL Service code 55 70100 AMERIPRISE FINANCIAL · MINEAPOLES, MN 55474 | Other Commissions | $5,883 |
Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $3,770 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,802 | $48,230-52.7% | $67,502-66.2% | $80,856-71.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 21.20% | 18.28%+2.9pp | 3512.12%-3490.9pp | 35.59%-14.4pp |
| Employer contribution / active EE | $3,148 | $2,020+55.9% | $2,731+15.3% | $2,755+14.3% |
| Participant deferral / active EE | $2,086 | $2,924-28.6% | $4,000-47.8% | $4,296-51.4% |
| Admin fee / account holder | $125 | $3,681-96.6% | $3,998-96.9% | $6,918-98.2% |