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 Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,865 |
GREATBANC TRUST COMPANY1 year Service code 99 801 WARRENVILLE RD STE 500 · LISLE, IA 60532 | Other Fees | $47,500 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,582 |
Service code 27 24 E COTA ST, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,581 |
Filed as: QDRO CONSULTANTS COMPANY Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,184 | $130,141+10.0% | $86,677+65.2% | $77,904+83.8% |
| Participation rate | 95.3% | 85.9%+9.3pp | 76.6%+18.7pp | 73.7%+21.6pp |
| Annual return | -1.90% | -12.75%+10.8pp | 35.91%-37.8pp | 12.21%-14.1pp |
| Employer contribution / active EE | $2,961 | $3,220-8.0% | $2,836+4.4% | $2,848+4.0% |
| Participant deferral / active EE | $4,648 | $5,757-19.3% | $4,656-0.2% | $4,806-3.3% |
| Admin fee / account holder | $125 | $132-5.2% | $7,493-98.3% | $133-5.8% |