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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,301 |
Filed as: ASSUREDPARTNERS CAPITAL INC DBA AP Service code 27 200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746 | Advisory (Plan) | $30,254 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,614 | $50,982-57.6% | $154,803-86.0% | $85,563-74.7% |
| Participation rate | 97.0% | 59.8%+37.3pp | 78.1%+19.0pp | 66.0%+31.1pp |
| Annual return | 13.26% | 30.35%-17.1pp | 58.88%-45.6pp | 31.51%-18.3pp |
| Employer contribution / active EE | $590 | $1,708-65.5% | $4,305-86.3% | $2,654-77.8% |
| Participant deferral / active EE | $1,857 | $2,474-24.9% | $5,540-66.5% | $4,375-57.6% |
| Admin fee / account holder | $168 | $846-80.1% | $14,329-98.8% | $834-79.8% |