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 | $12,683 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Service code 13 · EIN 31-1299207 25 MERCHANT ST. SUITE 135 · CINCINNATI, OH 45246 | Contract Administrator | $9,593 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TYRON ST. 11TH FLOOR D1050-11 · CHARLOTTE, NC 28081 | Advisory (Plan) | $8,926 |
Service code 10 228 BYERS RD STE 300 · MIAMISBURG, OH 45342 | Accounting | $2,498 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,186 | $54,558-59.3% | $76,002-70.8% | $74,546-70.2% |
| Participation rate | 73.9% | 60.3%+13.6pp | 69.1%+4.8pp | 67.2%+6.7pp |
| Annual return | 11.54% | 31.83%-20.3pp | 360.07%-348.5pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $421 | $1,778-76.3% | $2,688-84.3% | $2,624-83.9% |
| Participant deferral / active EE | $2,433 | $3,065-20.6% | $4,257-42.8% | $4,347-44.0% |
| Admin fee / account holder | $200 | $2,232-91.0% | $6,414-96.9% | $1,944-89.7% |