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 | $36,452 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,472 |
CETERA ADVISOR NETWORKS LLC10+ years Service code 55 | Other Commissions | $14,846 |
PENSION PLUS INC10+ years Filed as: PENSION PLUS, INC Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $10,000 |
CETERA ADVISOR NETWORKS LLC10+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,124 | $101,317-33.7% | $146,958-54.3% | $74,495-9.9% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 14.78% | 8730.91%-8716.1pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,383 | $3,810-63.7% | $4,933-72.0% | $2,623-47.3% |
| Participant deferral / active EE | $4,175 | $7,303-42.8% | $8,070-48.3% | $4,346-3.9% |
| Admin fee / account holder | $237 | $1,739-86.4% | $12,998-98.2% | $1,942-87.8% |