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 |
|---|---|---|
MURRAY FINANCIAL GROUP4 years Filed as: MURRAY FINANCIAL GROUP LLC DBA ISC Service code 27 200 N BROADWAY AVE · ALBERT LEA, MN 56007 | Advisory (Plan) | $37,763 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,621 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,488 | $68,914-6.4% | $136,749-52.8% | $74,304-13.2% |
| Participation rate | 97.2% | 51.3%+45.8pp | 72.1%+25.0pp | 60.3%+36.8pp |
| Annual return | 14.93% | 16.34%-1.4pp | 24.33%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $3,080 | $1,561+97.2% | $3,400-9.4% | $2,241+37.4% |
| Participant deferral / active EE | $2,753 | $2,541+8.3% | $4,692-41.3% | $3,767-26.9% |
| Admin fee / account holder | $237 | $3,149-92.5% | $11,386-97.9% | $2,969-92.0% |