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 | $32,071 |
JULY BUSINESS SERVICES5 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $5,550 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,194 | $79,171-50.5% | $102,423-61.7% | $74,495-47.4% |
| Participation rate | 82.7% | 74.8%+7.9pp | 76.5%+6.2pp | 67.2%+15.5pp |
| Annual return | 13.36% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,099 | $2,362-53.5% | $3,023-63.6% | $2,623-58.1% |
| Participant deferral / active EE | $2,779 | $4,415-37.1% | $5,053-45.0% | $4,346-36.1% |
| Admin fee / account holder | $284 | $2,001-85.8% | $9,451-97.0% | $1,942-85.4% |