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 SECURITIES LLC Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,819 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,150 | $122,239+28.6% | $184,203-14.7% | $74,495+111.0% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.2pp | 67.2%+31.9pp |
| Annual return | 13.13% | 19.95%-6.8pp | 28.81%-15.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $5,000 | $4,537+10.2% | $6,427-22.2% | $2,623+90.6% |
| Participant deferral / active EE | $6,596 | $7,139-7.6% | $9,131-27.8% | $4,346+51.8% |
| Admin fee / account holder | $115 | $1,260-90.9% | $13,901-99.2% | $1,942-94.1% |