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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $384,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $150,082 |
CLEARVIEW FINANCIAL PARTNERS7 years Filed as: CLEARVIEW FINANCIAL PARTNERS LLC Service code 27 100 MATSONFORD RD · RADNOR, PA 19087 | Advisory (Plan) | $96,250 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $19,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,198 | $99,062-55.4% | $100,391-56.0% | $99,062-55.4% |
| Participation rate | 86.5% | 71.6%+14.9pp | 81.5%+5.0pp | 71.6%+14.9pp |
| Annual return | 13.54% | 17.66%-4.1pp | 49.20%-35.7pp | 17.66%-4.1pp |
| Employer contribution / active EE | $1,609 | $3,262-50.7% | $3,942-59.2% | $3,262-50.7% |
| Participant deferral / active EE | $2,717 | $5,331-49.0% | $8,082-66.4% | $5,331-49.0% |
| Admin fee / account holder | $70 | $109-35.4% | $7,899-99.1% | $109-35.4% |