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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,877 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,808 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $19,797 |
TRUOG-RYDING COMPANY, INC.11+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $17,714 |
Filed as: 3 38 INVESTMENT FIDUCIARIES, INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $4,401 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,869 | $66,098-41.2% | $101,794-61.8% | $74,304-47.7% |
| Participation rate | 92.0% | 53.8%+38.3pp | 69.2%+22.8pp | 60.3%+31.7pp |
| Annual return | 13.03% | 19.59%-6.6pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,260 | $2,781+53.2% | $4,084+4.3% | $3,767+13.1% |
| Admin fee / account holder | $290 | $4,146-93.0% | $8,777-96.7% | $2,969-90.2% |