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 8-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 COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $628,738 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $105,926 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,243 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $326 |
BRENT MOORE2 years Filed as: BRENT R ROHLIK DBA ROHLIK FINANCIAL Service code 99 333 WASHINGTON AVE N STE 202 · MINNEAPOLIS, MN 55401 | Other Fees | $34 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,855 | $67,679+3.2% | $155,509-55.1% | $99,062-29.5% |
| Participation rate | 89.9% | 67.2%+22.7pp | 78.2%+11.7pp | 71.6%+18.3pp |
| Annual return | 14.97% | 16.16%-1.2pp | 64.67%-49.7pp | 17.66%-2.7pp |
| Employer contribution / active EE | $3,028 | $2,268+33.5% | $4,672-35.2% | $3,262-7.2% |
| Participant deferral / active EE | $5,146 | $3,828+34.4% | $5,626-8.5% | $5,331-3.5% |
| Admin fee / account holder | $59 | $94-37.4% | $15,912-99.6% | $109-46.2% |