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 3-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 INS. CO. OF AMERICA Service code 50 · EIN 84-0467909 | Direct Payment | $81,722 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $45,035 |
AEGIS RETIREMENT PARTNERS2+ years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $34,965 |
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 | $42,947 | $50,127-14.3% | $149,673-71.3% | $80,160-46.4% |
| Participation rate | 91.6% | 64.3%+27.3pp | 78.8%+12.8pp | 72.9%+18.7pp |
| Annual return | 12.85% | 29.82%-17.0pp | 134.42%-121.6pp | 40.38%-27.5pp |
| Employer contribution / active EE | $1,452 | $1,865-22.1% | $4,818-69.9% | $2,978-51.3% |
| Participant deferral / active EE | $3,283 | $3,194+2.8% | $5,680-42.2% | $5,017-34.6% |
| Admin fee / account holder | $99 | $153-35.4% | $13,210-99.3% | $145-32.0% |