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 COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,962 |
DEFINITI LLC6 years Service code 13 535 KEISLER DR STE 102 · CARY, NC 27518 | Contract Administrator | $14,069 |
Filed as: HENDERSON BROS FIN PARTNERS LLC Service code 27 920 FORT DUQUESNE BLVD · PITTSBURGH, PA 15222 | Advisory (Plan) | $12,635 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,820 | $49,915-26.2% | $154,803-76.2% | $74,304-50.4% |
| Participation rate | 97.9% | 54.0%+43.9pp | 78.1%+19.8pp | 60.3%+37.5pp |
| Annual return | 18.36% | 34.06%-15.7pp | 58.88%-40.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,033 | $1,611-35.9% | $4,305-76.0% | $2,241-53.9% |
| Participant deferral / active EE | $3,851 | $2,255+70.8% | $5,540-30.5% | $3,767+2.2% |
| Admin fee / account holder | $287 | $2,189-86.9% | $14,329-98.0% | $2,969-90.3% |