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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,394 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $20,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,797 | $71,516-31.8% | $98,439-50.4% | $71,457-31.7% |
| Participation rate | 91.0% | 72.7%+18.3pp | 75.2%+15.8pp | 67.9%+23.1pp |
| Annual return | 14.73% | 32.41%-17.7pp | 21.16%-6.4pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,569 | $2,399+7.1% | $3,048-15.7% | $2,588-0.7% |
| Participant deferral / active EE | $5,219 | $4,109+27.0% | $4,738+10.2% | $4,289+21.7% |
| Admin fee / account holder | $299 | $1,675-82.1% | $8,948-96.7% | $1,587-81.1% |