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 9-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 |
|---|---|---|
TOWNSQUARE CAPITAL LLC5 years Filed as: TOWNSQUARE CAPITAL INC Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $39,545 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,046 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,758 | $34,677+14.7% | $77,024-48.4% | $64,808-38.7% |
| Participation rate | 88.3% | 49.8%+38.5pp | 67.9%+20.4pp | 71.5%+16.9pp |
| Annual return | -10.48% | -5.33%-5.2pp | 42.32%-52.8pp | 32.82%-43.3pp |
| Employer contribution / active EE | $8,753 | $1,370+538.9% | $2,812+211.2% | $2,506+249.3% |
| Participant deferral / active EE | $2,434 | $2,556-4.8% | $4,426-45.0% | $4,310-43.5% |
| Admin fee / account holder | $201 | $179+12.4% | $5,425-96.3% | $188+6.8% |