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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $35,315 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,042 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,494 | $65,241-19.5% | $126,539-58.5% | $85,563-38.6% |
| Participation rate | 90.9% | 48.6%+42.2pp | 69.8%+21.0pp | 66.0%+24.9pp |
| Annual return | 16.75% | 42.19%-25.4pp | 425.95%-409.2pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,540 | $1,937-20.5% | $3,674-58.1% | $2,654-42.0% |
| Participant deferral / active EE | $5,461 | $3,032+80.1% | $4,083+33.8% | $4,375+24.8% |
| Admin fee / account holder | $185 | $1,031-82.0% | $6,065-96.9% | $834-77.8% |