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) | $8,368 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,020 |
Service code 52 | Indirect Investment Fees | $4,687 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $428 |
Filed as: AMERICAN UNITED LIFE INS., CO Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,547 | $61,272-68.1% | $149,673-86.9% | $71,457-72.6% |
| Participation rate | 93.0% | 62.5%+30.5pp | 78.8%+14.3pp | 67.9%+25.1pp |
| Annual return | 21.10% | 35.85%-14.7pp | 134.42%-113.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $704 | $2,378-70.4% | $4,818-85.4% | $2,588-72.8% |
| Participant deferral / active EE | $1,276 | $2,917-56.3% | $5,680-77.5% | $4,289-70.2% |
| Admin fee / account holder | $93 | $1,261-92.6% | $13,210-99.3% | $1,587-94.1% |