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 | $58,912 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $24,476 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,991 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,730 | $50,815-71.0% | $155,509-90.5% | $77,643-81.0% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.9pp |
| Annual return | 10.48% | 34.80%-24.3pp | 64.67%-54.2pp | 31.24%-20.8pp |
| Employer contribution / active EE | $501 | $1,993-74.8% | $4,672-89.3% | $2,726-81.6% |
| Participant deferral / active EE | $1,920 | $2,822-32.0% | $5,626-65.9% | $4,647-58.7% |
| Admin fee / account holder | $119 | $437-72.7% | $15,912-99.3% | $430-72.3% |