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 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $12,334 |
Service code 13 2 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Contract Administrator | $10,150 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $2,124 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $181 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,560 | $89,769-6.9% | $76,768+8.8% | - |
| Participation rate | 85.9% | 75.1%+10.8pp | 77.0%+8.9pp | - |
| Annual return | -5.27% | -5.73%+0.5pp | 2.43%-7.7pp | - |
| Employer contribution / active EE | $1,826 | $1,505+21.3% | $2,485-26.5% | - |
| Participant deferral / active EE | $4,212 | $3,196+31.8% | $3,852+9.3% | - |
| Admin fee / account holder | $19 | $4,068-99.5% | $6,675-99.7% | - |