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 |
|---|---|---|
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $3,150 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $938 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,835 | $51,045+121.1% | $70,515+60.0% | $71,457+57.9% |
| Participation rate | 87.0% | 59.4%+27.6pp | 68.3%+18.7pp | 67.9%+19.1pp |
| Annual return | 16.78% | 42.63%-25.8pp | 32.77%-16.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,547 | $1,790+42.3% | $2,973-14.3% | $2,588-1.6% |
| Participant deferral / active EE | $6,499 | $3,026+114.7% | $4,567+42.3% | $4,289+51.5% |
| Admin fee / account holder | $17 | $1,994-99.1% | $6,412-99.7% | $1,587-98.9% |