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 CO Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,302 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN WEALTH ADV LLC Service code 27 1301 W 22ND ST SUITE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $19,478 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 | Contract Administrator | $5,585 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,434 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,389 | $60,323-51.3% | $81,812-64.1% | $74,495-60.5% |
| Participation rate | 88.8% | 62.9%+25.9pp | 72.3%+16.4pp | 67.2%+21.6pp |
| Annual return | 12.51% | 16.90%-4.4pp | 773.79%-761.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,088 | $2,620-20.3% | $2,912-28.3% | $2,623-20.4% |
| Participant deferral / active EE | $4,146 | $3,387+22.4% | $4,319-4.0% | $4,346-4.6% |
| Admin fee / account holder | $222 | $1,486-85.0% | $7,386-97.0% | $1,942-88.6% |