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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $104,626 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $66,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,547 |
RSM US LLP10+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $22,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,055 | $110,299+34.2% | $102,423+44.6% | $199,593-25.8% |
| Participation rate | 96.5% | 86.3%+10.2pp | 76.5%+20.0pp | 72.0%+24.5pp |
| Annual return | 14.16% | 35.73%-21.6pp | 29.32%-15.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $6,804 | $3,603+88.8% | $3,023+125.0% | $3,034+124.2% |
| Participant deferral / active EE | $6,243 | $6,376-2.1% | $5,053+23.5% | $5,087+22.7% |
| Admin fee / account holder | $174 | $122+41.9% | $9,451-98.2% | $269-35.4% |