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 |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $21,478 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,683 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,259 | $71,883-35.6% | $86,677-46.6% | $68,494-32.5% |
| Participation rate | 88.0% | 72.2%+15.7pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -19.06% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,164 | $2,173-0.4% | $2,836-23.7% | $2,596-16.6% |
| Participant deferral / active EE | $4,112 | $3,779+8.8% | $4,656-11.7% | $4,027+2.1% |
| Admin fee / account holder | $240 | $6,112-96.1% | $7,493-96.8% | $5,403-95.6% |