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 | $84,743 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $39,985 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $34,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,825 | $92,055+10.6% | $106,213-4.1% | $77,643+31.1% |
| Participation rate | 98.7% | 81.0%+17.7pp | 75.3%+23.4pp | 70.6%+28.2pp |
| Annual return | 14.60% | 17.91%-3.3pp | 116.14%-101.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,953 | $3,367+17.4% | $3,171+24.6% | $2,726+45.0% |
| Participant deferral / active EE | $6,077 | $5,386+12.8% | $5,016+21.2% | $4,647+30.8% |
| Admin fee / account holder | $175 | $219-20.0% | $11,033-98.4% | $430-59.3% |