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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,821 |
Filed as: CALDERWOOD FINANCIAL STRATEGIES INC Service code 27 8556 KATY FREEWAY STE 108 · HOUSTON, TX 77024 | Advisory (Plan) | $21,666 |
Service code 13 · EIN 76-0188119 2920 TOCCOA RD · BEAUMONT, TX 77703 | Contract Administrator | $6,271 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,241 | $80,724-24.1% | $103,333-40.7% | $74,495-17.8% |
| Participation rate | 88.4% | 65.7%+22.7pp | 74.5%+13.9pp | 67.2%+21.2pp |
| Annual return | 12.39% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $3,258 | $3,157+3.2% | $3,868-15.8% | $2,623+24.2% |
| Participant deferral / active EE | $4,913 | $3,860+27.3% | $5,057-2.9% | $4,346+13.1% |
| Admin fee / account holder | $243 | $2,368-89.7% | $8,355-97.1% | $1,942-87.5% |