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 9-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 | $57,873 |
FOSTER & FOSTER2 years Filed as: FOSTER & WOOD INC DBA FOSTER & WOOD Service code 27 5 CENTERPOINTE DRIVE SUITE 400 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $24,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,150 |
JASON E UNDERWOOD JASON UNDERWOOD C1 year Service code 10 PO BOX 4735 · CHATTANOOGA, TN 37405 | Accounting | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,293 | $50,982-85.7% | $154,803-95.3% | $85,563-91.5% |
| Participation rate | 92.1% | 59.8%+32.3pp | 78.1%+14.0pp | 66.0%+26.1pp |
| Annual return | 16.75% | 30.35%-13.6pp | 58.88%-42.1pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,397 | $1,708-18.2% | $4,305-67.5% | $2,654-47.3% |
| Participant deferral / active EE | $1,620 | $2,474-34.5% | $5,540-70.8% | $4,375-63.0% |
| Admin fee / account holder | $107 | $846-87.3% | $14,329-99.3% | $834-87.1% |