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 | $111,950 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other fees; Securities brokerage | $48,976 |
AEGIS RETIREMENT PARTNERS3+ years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $34,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,127 | $53,136-11.3% | $155,509-69.7% | $199,593-76.4% |
| Participation rate | 92.7% | 64.1%+28.6pp | 78.2%+14.5pp | 72.0%+20.7pp |
| Annual return | 12.69% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,367 | $1,851-26.1% | $4,672-70.7% | $3,034-54.9% |
| Participant deferral / active EE | $3,471 | $3,161+9.8% | $5,626-38.3% | $5,087-31.8% |
| Admin fee / account holder | $112 | $185-39.4% | $15,912-99.3% | $269-58.2% |