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 15 · EIN 84-0467907 | Recordkeeping | $64,982 |
Service code 55 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Commissions | $60,178 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $15,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $59 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,542 | $71,142-3.7% | $119,609-42.7% | $64,808+5.8% |
| Participation rate | 71.6% | 78.6%-7.0pp | 79.3%-7.7pp | 71.5%+0.1pp |
| Annual return | -12.23% | -10.01%-2.2pp | -14.97%+2.7pp | 32.82%-45.1pp |
| Employer contribution / active EE | $1,739 | $2,497-30.4% | $4,232-58.9% | $2,506-30.6% |
| Participant deferral / active EE | $3,069 | $4,490-31.7% | $5,602-45.2% | $4,310-28.8% |
| Admin fee / account holder | $222 | $162+36.7% | $10,323-97.9% | $188+18.0% |