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 |
|---|---|---|
INVESTMENT CONSULTING GROUP4 years Filed as: INVESTMENT CONSULTING GROUP INC Service code 27 5117 JERSEY RIDGE ROAD, STE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $17,679 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,541 |
Service code 13 300 TRI-STATE INTERNATIONAL DRIVE · LINCOLNSHIRE, IL 60069 | Contract Administrator | $10,974 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $976 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,427 | $65,061+117.4% | $143,757-1.6% | $66,914+111.4% |
| Participation rate | 94.6% | 65.2%+29.4pp | 80.3%+14.3pp | 69.8%+24.8pp |
| Annual return | -15.47% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,663 | $2,361+12.8% | $4,951-46.2% | $2,544+4.7% |
| Participant deferral / active EE | $5,696 | $2,919+95.1% | $5,637+1.0% | $4,237+34.4% |
| Admin fee / account holder | $225 | $502-55.2% | $14,673-98.5% | $593-62.1% |