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 INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,588 |
Filed as: PRINCIPAL SECURITIES INC. Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $20,261 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,110 |
ASCENSUS LLC8 years Filed as: PENSION ADMINISTRATORS LLC Service code 13 18033 OAK STREET · OMAHA, NE 68130 | Contract Administrator | $10,890 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $4,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,019 | $65,390-26.6% | $169,368-71.6% | $71,457-32.8% |
| Participation rate | 93.6% | 67.0%+26.6pp | 77.1%+16.4pp | 67.9%+25.7pp |
| Annual return | 16.43% | 21.31%-4.9pp | 405.60%-389.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,417 | $2,079-31.9% | $4,013-64.7% | $2,588-45.3% |
| Participant deferral / active EE | $3,959 | $4,367-9.4% | $6,221-36.4% | $4,289-7.7% |
| Admin fee / account holder | $276 | $1,324-79.1% | $9,003-96.9% | $1,587-82.6% |