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 INS CO OF AMERICA Service code 64 8515 EASY ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,216 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSOC Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $5,338 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,379 |
Service code 99 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Other Fees | $890 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $556 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,469 | $59,402-53.8% | $93,654-70.7% | $74,546-63.2% |
| Participation rate | 96.4% | 59.7%+36.8pp | 68.7%+27.7pp | 67.2%+29.2pp |
| Annual return | 9.83% | 81.86%-72.0pp | 133.34%-123.5pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $2,034 | $1,265+60.8% | $2,421-16.0% | $2,624-22.5% |
| Participant deferral / active EE | $4,845 | $3,049+58.9% | $4,413+9.8% | $4,347+11.4% |
| Admin fee / account holder | $132 | $3,023-95.6% | $8,282-98.4% | $1,944-93.2% |