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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $470,168 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $355,440 |
FIDUCIENT ADVISORS LLC4 years Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $81,135 |
RSM US LLP10+ years Service code 10 30 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $21,525 |
ESLER & VANDERSCHAAFF CO., L.P.A10+ years Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 29 2912 SPRINGBORO WEST STE 100 · DAYTON, OH 45439 | Legal | $14,987 |
Filed as: SUMMIT GLOBAL INVESTMENTS Service code 33 · EIN 27-3616371 | Securities brokerage | $2,575 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,278 | $99,062+16.4% | $100,391+14.8% | $99,062+16.4% |
| Participation rate | 98.1% | 71.6%+26.5pp | 81.5%+16.6pp | 71.6%+26.5pp |
| Annual return | 17.89% | 17.66%+0.2pp | 49.20%-31.3pp | 17.66%+0.2pp |
| Employer contribution / active EE | $4,962 | $3,262+52.1% | $3,942+25.9% | $3,262+52.1% |
| Participant deferral / active EE | $5,680 | $5,331+6.5% | $8,082-29.7% | $5,331+6.5% |
| Admin fee / account holder | $118 | $109+8.4% | $7,899-98.5% | $109+8.4% |