Filed January 2, 2020
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $19,240 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,551 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,685 |
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 | $48,777 | $91,407-46.6% | $135,903-64.1% | $71,457-31.7% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 13.50% | 29.90%-16.4pp | 68.23%-54.7pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,089 | $3,703-70.6% | $4,856-77.6% | $2,588-57.9% |
| Participant deferral / active EE | $5,754 | $7,092-18.9% | $7,758-25.8% | $4,289+34.2% |
| Admin fee / account holder | $2 | $1,266-99.8% | $10,762-100.0% | $1,587-99.9% |