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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,447 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $30,113 |
S.R. SNODGRASS, P.C.1 year Filed as: S.R. SNODGRASS Service code 10 2100 CORPORATE DRIVE, SUITE 400 · WEXFORD, PA 150907647 | Accounting | $6,375 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,596 | $130,194-35.8% | $169,993-50.8% | $71,457+17.0% |
| Participation rate | 98.3% | 86.1%+12.1pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | 13.80% | 20.37%-6.6pp | 53.37%-39.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $4,642 | $4,381+6.0% | $6,785-31.6% | $2,588+79.4% |
| Participant deferral / active EE | $4,206 | $6,923-39.2% | $10,408-59.6% | $4,289-1.9% |
| Admin fee / account holder | $258 | $966-73.3% | $12,815-98.0% | $1,587-83.7% |