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 9-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 |
|---|---|---|
BANKERS TRUST COMPANY3 years Filed as: TI-TRUST, INC. Service code 21 · EIN 20-1171923 | Bank Trustee | $18,544 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,947 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,729 |
WADE STABLES P.C.3 years Service code 10 · EIN 43-1498457 | Accounting | $7,949 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $96 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,119 | $51,045-33.2% | $70,515-51.6% | $71,457-52.3% |
| Participation rate | 92.9% | 59.4%+33.5pp | 68.3%+24.6pp | 67.9%+25.0pp |
| Annual return | 4.24% | 42.63%-38.4pp | 32.77%-28.5pp | 28.85%-24.6pp |
| Employer contribution / active EE | $1,373 | $1,790-23.3% | $2,973-53.8% | $2,588-46.9% |
| Participant deferral / active EE | $3,133 | $3,026+3.5% | $4,567-31.4% | $4,289-26.9% |
| Admin fee / account holder | $142 | $1,994-92.9% | $6,412-97.8% | $1,587-91.0% |