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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,271 |
Filed as: FIRST BUSINESS BANK Service code 27 401 CHARMANY DR · MADISON, WI 53719 | Advisory (Plan) | $6,601 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,118 |
Participant contribution per participant 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 | $35,019 | $59,107-40.8% | $86,436-59.5% | $68,494-48.9% |
| Participation rate | 73.1% | 75.2%-2.2pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -18.26% | -0.23%-18.0pp | 4394.89%-4413.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $798 | $2,519-68.3% | $3,769-78.8% | $2,596-69.3% |
| Participant deferral / active EE | $2,561 | $5,901-56.6% | $6,952-63.2% | $4,027-36.4% |
| Admin fee / account holder | $239 | $5,637-95.8% | $6,731-96.4% | $5,403-95.6% |