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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,387 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $46,338 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $21,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,089 | $99,078-6.0% | $96,544-3.6% | $74,419+25.1% |
| Participation rate | 98.6% | 80.7%+18.0pp | 76.0%+22.7pp | 70.7%+27.9pp |
| Annual return | 14.98% | 22.48%-7.5pp | 25.84%-10.9pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,738 | $2,570+6.5% | $2,965-7.6% | $2,637+3.8% |
| Participant deferral / active EE | $5,939 | $4,933+20.4% | $4,851+22.4% | $4,528+31.2% |
| Admin fee / account holder | $97 | $225-56.7% | $8,252-98.8% | $348-72.0% |