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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $130,480 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 55 5707 SOUTHWEST PARKWAY, BUILDING 2 · AUSTIN, TX 78735 | Other Commissions | $53,302 |
Filed as: TRUOG-RYDING COMPANY INC. Service code 13 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $32,845 |
PENSION ASSURANCE LLP1 year Service code 99 20335 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Other Fees | $15,000 |
Service code 27 3355 COCHRAN ST. 101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $13,634 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,453 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,777 | $105,179-76.4% | $64,056-61.3% | $80,160-69.1% |
| Participation rate | 93.6% | 73.5%+20.1pp | 72.3%+21.3pp | 72.9%+20.7pp |
| Annual return | 20.33% | 20.34%0pp | 33.69%-13.4pp | 40.38%-20.1pp |
| Employer contribution / active EE | $2,375 | $3,311-28.3% | $2,747-13.5% | $2,978-20.3% |
| Participant deferral / active EE | $803 | $4,020-80.0% | $3,880-79.3% | $5,017-84.0% |
| Admin fee / account holder | $89 | $113-21.4% | $3,068-97.1% | $145-38.6% |