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 |
|---|---|---|
Filed as: EMPOWER ANNUIT INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,940 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY, STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $21,522 |
CARNOW AND ASSOCIATES, LTD.4 years Service code 13 2201 WAUKEGAN ROAD · BANNOCKBURN, IL 60015 | Contract Administrator | $13,965 |
Filed as: EMPOWER ADVISOR GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,954 |
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 | $35,235 | $129,021-72.7% | $184,203-80.9% | $77,643-54.6% |
| Participation rate | 99.0% | 87.3%+11.6pp | 86.8%+12.2pp | 70.6%+28.4pp |
| Annual return | 18.59% | 33.27%-14.7pp | 28.81%-10.2pp | 31.24%-12.6pp |
| Employer contribution / active EE | $2,581 | $4,413-41.5% | $6,427-59.8% | $2,726-5.3% |
| Participant deferral / active EE | $5,457 | $7,297-25.2% | $9,131-40.2% | $4,647+17.4% |
| Admin fee / account holder | $260 | $254+2.3% | $13,901-98.1% | $430-39.6% |