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 |
|---|---|---|
Service code 27 · EIN 34-1660652 3701 BOARDMAN-CANFIELD RD. SUITE 1 · CANFIELD, OH 44406 | Advisory (Plan) | $47,871 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,851 |
BEARD PENSION SERVICES, INC.6 years Service code 13 · EIN 34-1760227 3701 BOARDMAN-CANFIELD RD. SUITE 1 · CANFIELD, OH 44406 | Contract Administrator | $5,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,871 | $72,254-3.3% | $86,677-19.4% | $64,808+7.8% |
| Participation rate | 94.5% | 80.4%+14.1pp | 76.6%+17.9pp | 71.5%+23.0pp |
| Annual return | -17.32% | 392.42%-409.7pp | 35.91%-53.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,881 | $2,393+20.4% | $2,836+1.6% | $2,506+15.0% |
| Participant deferral / active EE | $4,807 | $4,658+3.2% | $4,656+3.3% | $4,310+11.5% |
| Admin fee / account holder | $266 | $174+52.9% | $7,493-96.5% | $188+41.6% |