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 |
|---|---|---|
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT NORTH SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $13,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,985 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 · EIN 42-1445249 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $10,882 |
Service code 99 1801 CALIFORNIA ST, 2RD FLOOR · DENVER, CO 80202 | Other Fees | $1,277 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66 |
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 | $24,811 | $55,415-55.2% | $155,509-84.0% | $74,495-66.7% |
| Participation rate | 80.8% | 61.9%+18.8pp | 78.2%+2.6pp | 67.2%+13.6pp |
| Annual return | 11.44% | 268.50%-257.1pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,048 | $2,267-53.8% | $4,672-77.6% | $2,623-60.1% |
| Participant deferral / active EE | $2,046 | $2,836-27.8% | $5,626-63.6% | $4,346-52.9% |
| Admin fee / account holder | $186 | $1,738-89.3% | $15,912-98.8% | $1,942-90.4% |