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 | $22,044 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $10,037 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $9,353 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,073 | $50,199-44.1% | $70,092-59.9% | $66,914-58.0% |
| Participation rate | 94.4% | 66.3%+28.1pp | 70.5%+24.0pp | 69.8%+24.6pp |
| Annual return | -16.16% | -13.85%-2.3pp | 190.73%-206.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,000 | $1,864+7.3% | $2,559-21.8% | $2,544-21.4% |
| Participant deferral / active EE | $3,386 | $3,112+8.8% | $3,849-12.0% | $4,237-20.1% |
| Admin fee / account holder | $212 | $600-64.6% | $6,267-96.6% | $593-64.2% |