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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $29,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,538 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,661 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,162 | $58,778-23.2% | $129,295-65.1% | $77,671-41.9% |
| Participation rate | 94.2% | 59.2%+34.9pp | 69.6%+24.6pp | 70.6%+23.6pp |
| Annual return | 15.52% | 24.73%-9.2pp | 9429.28%-9413.8pp | 31.21%-15.7pp |
| Employer contribution / active EE | $1,598 | $1,952-18.1% | $4,157-61.6% | $2,726-41.4% |
| Participant deferral / active EE | $5,368 | $3,212+67.1% | $4,169+28.7% | $4,648+15.5% |
| Admin fee / account holder | $173 | $589-70.6% | $7,665-97.7% | $430-59.8% |