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 |
|---|---|---|
APRIO LLP2 years Service code 29 PO BOX 117310 · ATLANTA, GA 30368 | Legal | $26,607 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,434 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 99 1133 WESTCHESTER AVE, STE S125 · WEST HARRISON, NY 10604 | Other Fees | $7,550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,644 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,881 | $145,877+1.4% | $150,045-1.4% | $102,872+43.8% |
| Participation rate | 96.5% | 79.8%+16.7pp | 82.3%+14.2pp | 73.0%+23.5pp |
| Annual return | 16.49% | 21.37%-4.9pp | 62.55%-46.1pp | 19.06%-2.6pp |
| Employer contribution / active EE | $4,271 | $4,710-9.3% | $4,693-9.0% | $3,526+21.1% |
| Participant deferral / active EE | $12,188 | $9,491+28.4% | $7,997+52.4% | $5,535+120.2% |
| Admin fee / account holder | $33 | $176-81.5% | $13,435-99.8% | $292-88.9% |