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 |
|---|---|---|
FIRST NATIONAL TRUST COMPANY3+ years Service code 99 4140 E STATE ST · HERMITAGE, PA 16148 | Other Fees | $23,477 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,074 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $517 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,434 | $51,466-21.4% | $78,778-48.7% | $62,292-35.1% |
| Participation rate | 81.1% | 59.8%+21.3pp | 69.2%+11.9pp | 69.5%+11.6pp |
| Annual return | 16.67% | 19.96%-3.3pp | 35.62%-18.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $482 | $827-41.7% | $1,986-75.7% | $2,042-76.4% |
| Participant deferral / active EE | $2,253 | $2,147+4.9% | $2,958-23.8% | $3,169-28.9% |
| Admin fee / account holder | $139 | $489-71.5% | $5,134-97.3% | $479-70.9% |