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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,770 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 · EIN 42-1445249 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $8,696 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT NORTH SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $4,298 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,643 | $50,982-55.6% | $154,803-85.4% | $85,563-73.5% |
| Participation rate | 86.3% | 59.8%+26.5pp | 78.1%+8.2pp | 66.0%+20.3pp |
| Annual return | 17.51% | 30.35%-12.8pp | 58.88%-41.4pp | 31.51%-14.0pp |
| Employer contribution / active EE | $1,020 | $1,708-40.3% | $4,305-76.3% | $2,654-61.6% |
| Participant deferral / active EE | $1,861 | $2,474-24.8% | $5,540-66.4% | $4,375-57.5% |
| Admin fee / account holder | $131 | $846-84.5% | $14,329-99.1% | $834-84.3% |