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 | $63,108 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,971 |
Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS S Service code 10 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Accounting | $13,551 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,437 | $47,126+246.8% | $149,673+9.2% | $74,419+119.6% |
| Participation rate | 98.9% | 63.4%+35.5pp | 78.8%+20.1pp | 70.7%+28.1pp |
| Annual return | 17.11% | 22.75%-5.6pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $6,020 | $1,905+216.0% | $4,818+25.0% | $2,637+128.3% |
| Participant deferral / active EE | $6,905 | $2,728+153.1% | $5,680+21.6% | $4,528+52.5% |
| Admin fee / account holder | $269 | $343-21.5% | $13,210-98.0% | $348-22.6% |