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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,601 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,878 |
Filed as: KDP RETIREMENT PLAN SERVICES Service code 13 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $1,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,235 | $101,317-10.9% | $146,958-38.6% | $74,495+21.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.55% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,367 | $3,810-11.6% | $4,933-31.8% | $2,623+28.3% |
| Participant deferral / active EE | $6,909 | $7,303-5.4% | $8,070-14.4% | $4,346+59.0% |
| Admin fee / account holder | $143 | $1,739-91.7% | $12,998-98.9% | $1,942-92.6% |