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 | $45,446 |
TRIAD ADVISORS INC7 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $20,124 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,244 |
GLOBAL BENEFITS INC7 years Service code 99 570 LAKE COOK RD STE 106 · DEERFIELD, IL 60015 | Other Fees | $168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,546 | $46,292-68.6% | $143,757-89.9% | $64,808-77.6% |
| Participation rate | 93.8% | 64.2%+29.5pp | 80.3%+13.4pp | 71.5%+22.3pp |
| Annual return | -15.94% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $421 | $1,910-78.0% | $4,951-91.5% | $2,506-83.2% |
| Participant deferral / active EE | $2,462 | $2,646-6.9% | $5,637-56.3% | $4,310-42.9% |
| Admin fee / account holder | $196 | $154+27.7% | $14,673-98.7% | $188+4.6% |