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 |
|---|---|---|
WESTGATE1 year Service code 27 445 S LIVERNOIS RD STE 310 · ROCHESTER HILLS, MI 48307 | Advisory (Plan) | $7,879 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | -$2,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,235 | $76,050-55.0% | $96,544-64.5% | $71,457-52.1% |
| Participation rate | 78.2% | 74.4%+3.7pp | 76.0%+2.2pp | 67.9%+10.2pp |
| Annual return | 14.79% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $956 | $2,244-57.4% | $2,965-67.8% | $2,588-63.1% |
| Participant deferral / active EE | $2,585 | $4,215-38.7% | $4,851-46.7% | $4,289-39.7% |
| Admin fee / account holder | $39 | $2,707-98.5% | $8,252-99.5% | $1,587-97.5% |