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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $171,207 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES INC Service code 13 · EIN 65-0721164 | Contract Administrator | $119,773 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $55,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,388 | $44,897-36.8% | $84,966-66.6% | $199,593-85.8% |
| Participation rate | 94.3% | 45.7%+48.6pp | 67.5%+26.8pp | 72.0%+22.3pp |
| Annual return | 14.03% | 20.96%-6.9pp | 66.38%-52.4pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,258 | $1,365+65.4% | $2,727-17.2% | $3,034-25.6% |
| Participant deferral / active EE | $3,245 | $2,668+21.6% | $4,519-28.2% | $5,087-36.2% |
| Admin fee / account holder | $116 | $584-80.2% | $6,149-98.1% | $269-57.0% |