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 | $495,632 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,424 |
BRENT MOORE1 year Filed as: BRENT R ROHLIK DBA ROHLIK FINANCIAL Service code 99 333 WASHINGTON AVE N STE 202 · MINNEAPOLIS, MN 55401 | Other Fees | $11,866 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,378 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,127 | $59,339+4.7% | $149,673-58.5% | $103,482-40.0% |
| Participation rate | 89.8% | 70.2%+19.6pp | 78.8%+11.0pp | 73.3%+16.5pp |
| Annual return | 17.63% | 77.78%-60.1pp | 134.42%-116.8pp | 33.11%-15.5pp |
| Employer contribution / active EE | $2,916 | $2,178+33.9% | $4,818-39.5% | $3,208-9.1% |
| Participant deferral / active EE | $4,901 | $3,716+31.9% | $5,680-13.7% | $5,207-5.9% |
| Admin fee / account holder | $44 | $103-57.0% | $13,210-99.7% | $114-61.2% |