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 | $20,826 |
Filed as: AMERIPRISE FINANCIAL Service code 55 70100 AMERIPRISE FINANCIAL · MINEAPOLES, MN 55474 | Other Commissions | $7,366 |
Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $5,530 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,432 | $48,795-45.8% | $65,493-59.6% | $84,808-68.8% |
| Participation rate | 84.7% | 67.0%+17.7pp | 73.1%+11.6pp | 68.3%+16.4pp |
| Annual return | 13.07% | 20.20%-7.1pp | 982.45%-969.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,382 | $1,930+23.4% | $2,574-7.5% | $2,631-9.5% |
| Participant deferral / active EE | $1,976 | $2,928-32.5% | $3,961-50.1% | $4,212-53.1% |
| Admin fee / account holder | $172 | $3,877-95.6% | $5,028-96.6% | $7,344-97.7% |