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 | $861,047 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $334,296 |
WINSTON & STRAWN LLP9 years Service code 27 101 CALIFORNIA STREET, 39TH FLOOR · SAN FRANCISCO, CA 941115802 | Advisory (Plan) | $228,268 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 63-1207374 | Advisory (Plan) | $208,427 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $40,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,050 | $140,910-46.0% | $75,972+0.1% | $106,382-28.5% |
| Participation rate | 95.2% | 64.1%+31.1pp | 69.1%+26.2pp | 69.9%+25.3pp |
| Annual return | 12.64% | 16.51%-3.9pp | 359.55%-346.9pp | 17.37%-4.7pp |
| Employer contribution / active EE | $2,813 | $5,354-47.5% | $2,685+4.8% | $3,364-16.4% |
| Participant deferral / active EE | $6,656 | $5,004+33.0% | $4,255+56.4% | $5,569+19.5% |
| Admin fee / account holder | $60 | $117-48.6% | $6,467-99.1% | $79-23.8% |