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 | $78,390 |
SPECTRUM INVESTMENT ADVISORS5 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $21,620 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,005 | $72,254-33.6% | $86,677-44.6% | $64,808-25.9% |
| Participation rate | 88.5% | 80.4%+8.1pp | 76.6%+11.9pp | 71.5%+17.0pp |
| Annual return | -14.09% | 392.42%-406.5pp | 35.91%-50.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,245 | $2,393-48.0% | $2,836-56.1% | $2,506-50.3% |
| Participant deferral / active EE | $3,312 | $4,658-28.9% | $4,656-28.8% | $4,310-23.2% |
| Admin fee / account holder | $123 | $174-29.6% | $7,493-98.4% | $188-34.8% |