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: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $47,679 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $9,535 |
Service code 13 8040 EXCELSIOR DR · MADISON, WI 537172919 | Contract Administrator | $6,299 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $731 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $304 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,576 | $72,607+42.7% | $90,749+14.1% | $66,914+54.8% |
| Participation rate | 84.8% | 73.7%+11.1pp | 75.7%+9.1pp | 69.8%+15.0pp |
| Annual return | -21.91% | -12.28%-9.6pp | -12.16%-9.7pp | 1.58%-23.5pp |
| Employer contribution / active EE | $827 | $2,369-65.1% | $2,921-71.7% | $2,544-67.5% |
| Participant deferral / active EE | $5,277 | $3,977+32.7% | $4,564+15.6% | $4,237+24.5% |
| Admin fee / account holder | $276 | $707-61.0% | $8,445-96.7% | $593-53.5% |