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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $12,153 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $11,315 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $652 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,724 | $54,229-4.6% | $70,092-26.2% | $68,494-24.5% |
| Participation rate | 94.5% | 64.5%+30.1pp | 70.5%+24.1pp | 67.9%+26.7pp |
| Annual return | -11.00% | -13.87%+2.9pp | 190.73%-201.7pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,540 | $2,018-23.7% | $2,559-39.8% | $2,596-40.7% |
| Participant deferral / active EE | $4,423 | $2,956+49.6% | $3,849+14.9% | $4,027+9.8% |
| Admin fee / account holder | $278 | $4,694-94.1% | $6,267-95.6% | $5,403-94.9% |