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 7-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 | $19,535 |
BOURGEOIS BENNETT LLC1 year Service code 10 PO BOX 60600 · METAIRIE, LA 70005 | Accounting | $11,000 |
Service code 99 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Other Fees | $10,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,657 | $54,517+132.3% | $75,972+66.7% | $74,495+70.0% |
| Participation rate | 94.1% | 60.3%+33.8pp | 69.1%+25.0pp | 67.2%+26.9pp |
| Annual return | 12.27% | 31.82%-19.6pp | 359.55%-347.3pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $7,531 | $1,777+323.8% | $2,685+180.5% | $2,623+187.1% |
| Participant deferral / active EE | $9,343 | $3,066+204.8% | $4,255+119.6% | $4,346+115.0% |
| Admin fee / account holder | $197 | $2,229-91.2% | $6,467-97.0% | $1,942-89.9% |