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 | $20,980 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $20,607 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,723 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,638 | $72,607-45.4% | $90,749-56.3% | $66,914-40.8% |
| Participation rate | 89.8% | 73.7%+16.1pp | 75.7%+14.1pp | 69.8%+20.0pp |
| Annual return | -16.21% | -12.28%-3.9pp | -12.16%-4.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,452 | $2,369+3.5% | $2,921-16.1% | $2,544-3.6% |
| Participant deferral / active EE | $5,079 | $3,977+27.7% | $4,564+11.3% | $4,237+19.9% |
| Admin fee / account holder | $263 | $707-62.8% | $8,445-96.9% | $593-55.6% |