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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162,311 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86,834 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $66,000 |
RSM US LLP8+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $33,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,415 | $130,141-1.3% | $86,677+48.2% | $77,904+64.8% |
| Participation rate | 85.0% | 85.9%-1.0pp | 76.6%+8.4pp | 73.7%+11.3pp |
| Annual return | -14.58% | -12.75%-1.8pp | 35.91%-50.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $5,914 | $3,220+83.7% | $2,836+108.5% | $2,848+107.7% |
| Participant deferral / active EE | $5,139 | $5,757-10.7% | $4,656+10.4% | $4,806+6.9% |
| Admin fee / account holder | $216 | $132+63.9% | $7,493-97.1% | $133+62.9% |