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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,176 |
Service code 27 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,522 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $6,972 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $5,949 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,018 | $117,025-64.1% | $91,541-54.1% | $85,563-50.9% |
| Participation rate | 75.7% | 64.2%+11.5pp | 69.8%+5.9pp | 66.0%+9.7pp |
| Annual return | 18.27% | 18.02%+0.2pp | 20.50%-2.2pp | 31.51%-13.2pp |
| Employer contribution / active EE | $1,442 | $2,120-32.0% | $2,505-42.4% | $2,654-45.6% |
| Participant deferral / active EE | $4,492 | $3,446+30.3% | $4,008+12.1% | $4,375+2.7% |
| Admin fee / account holder | $275 | $1,242-77.9% | $6,956-96.0% | $834-67.0% |