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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,255 |
Service code 27 200 COLONIAL CENTER PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $32,015 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS INC Service code 99 8150 PERRY HWY · PITTSBURGH, PA 15237 | Other Fees | $4,958 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,539 | $55,415-52.1% | $155,509-82.9% | $74,495-64.4% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 14.96% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $637 | $2,267-71.9% | $4,672-86.4% | $2,623-75.7% |
| Participant deferral / active EE | $2,671 | $2,836-5.8% | $5,626-52.5% | $4,346-38.5% |
| Admin fee / account holder | $220 | $1,738-87.3% | $15,912-98.6% | $1,942-88.7% |