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 9-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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,393 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $33,012 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $8,036 |
STRINGER RESOURCE GROUP1 year Service code 13 PO BOX 2078 · GREER, SC 29652 | Contract Administrator | $799 |
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 | $84,203 | $79,171+6.4% | $102,423-17.8% | $74,495+13.0% |
| Participation rate | 97.9% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.7pp |
| Annual return | 11.01% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,344 | $2,362-0.8% | $3,023-22.5% | $2,623-10.7% |
| Participant deferral / active EE | $5,443 | $4,415+23.3% | $5,053+7.7% | $4,346+25.2% |
| Admin fee / account holder | $208 | $2,001-89.6% | $9,451-97.8% | $1,942-89.3% |