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 | $53,068 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 EVERHARDT ADVISORS · DUBLIN, OH 43017 | Advisory (Plan) | $43,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,082 | $92,971-50.4% | $96,683-52.3% | $74,419-38.1% |
| Participation rate | 91.5% | 71.5%+20.0pp | 74.3%+17.2pp | 70.7%+20.8pp |
| Annual return | 18.17% | 37.49%-19.3pp | 35.69%-17.5pp | 34.38%-16.2pp |
| Employer contribution / active EE | $3,052 | $3,426-10.9% | $3,737-18.3% | $2,637+15.7% |
| Participant deferral / active EE | $3,492 | $3,970-12.0% | $4,878-28.4% | $4,528-22.9% |
| Admin fee / account holder | $167 | $633-73.6% | $6,730-97.5% | $348-52.0% |