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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,330 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $18,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,362 | $47,126-67.4% | $149,673-89.7% | $74,419-79.4% |
| Participation rate | 82.9% | 63.4%+19.5pp | 78.8%+4.2pp | 70.7%+12.2pp |
| Annual return | 17.03% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $475 | $1,905-75.1% | $4,818-90.1% | $2,637-82.0% |
| Participant deferral / active EE | $2,114 | $2,728-22.5% | $5,680-62.8% | $4,528-53.3% |
| Admin fee / account holder | $118 | $343-65.5% | $13,210-99.1% | $348-66.0% |