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 |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $34,014 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,068 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,059 | $79,184+13.7% | $102,438-12.1% | $74,546+20.8% |
| Participation rate | 86.7% | 74.8%+12.0pp | 76.5%+10.2pp | 67.2%+19.5pp |
| Annual return | 15.69% | 54.95%-39.3pp | 29.37%-13.7pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,313 | $2,362-2.1% | $3,024-23.5% | $2,624-11.9% |
| Participant deferral / active EE | $4,331 | $4,414-1.9% | $5,054-14.3% | $4,347-0.4% |
| Admin fee / account holder | $280 | $2,001-86.0% | $9,448-97.0% | $1,944-85.6% |