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 | $17,878 |
TRIAD ADVISORS INC6 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $9,076 |
NOVOTNY CPA GROUP PLC5 years Service code 10 800 E ELLIS STE 584 · NORTON SHORES, MI 49441 | Accounting | $6,100 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $2,703 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $287 |
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 | $45,564 | $59,402-23.3% | $93,654-51.3% | $74,546-38.9% |
| Participation rate | 88.4% | 59.7%+28.7pp | 68.7%+19.7pp | 67.2%+21.2pp |
| Annual return | 10.58% | 81.86%-71.3pp | 133.34%-122.8pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $944 | $1,265-25.3% | $2,421-61.0% | $2,624-64.0% |
| Participant deferral / active EE | $4,721 | $3,049+54.9% | $4,413+7.0% | $4,347+8.6% |
| Admin fee / account holder | $298 | $3,023-90.1% | $8,282-96.4% | $1,944-84.7% |