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 Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,889 |
NICOLET NATIONAL BANK6 years Service code 55 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Other Commissions | $45,055 |
RETIREMENT STRATEGIES, INC.8+ years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $10,000 |
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 | $77,249 | $72,607+6.4% | $90,749-14.9% | $66,914+15.4% |
| Participation rate | 99.3% | 73.7%+25.6pp | 75.7%+23.6pp | 69.8%+29.5pp |
| Annual return | -19.11% | -12.28%-6.8pp | -12.16%-6.9pp | 1.58%-20.7pp |
| Employer contribution / active EE | $4,707 | $2,369+98.7% | $2,921+61.1% | $2,544+85.0% |
| Participant deferral / active EE | $5,714 | $3,977+43.7% | $4,564+25.2% | $4,237+34.9% |
| Admin fee / account holder | $247 | $707-65.0% | $8,445-97.1% | $593-58.3% |