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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,150 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,805 |
WATKINS ROSS3 years Service code 15 · EIN 38-1477362 | Recordkeeping | $19,216 |
WARNER NORCROSS & JUDD LLP3 years Service code 29 150 OTTAWA AVE NW STE 1500 · GRAND RAPDIS, MI 495032832 | Legal | $18,171 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,114 | $82,202-59.7% | $125,339-73.6% | $64,808-48.9% |
| Participation rate | 95.8% | 77.9%+17.9pp | 82.4%+13.4pp | 71.5%+24.3pp |
| Annual return | -64.35% | 3.48%-67.8pp | 572.05%-636.4pp | 32.82%-97.2pp |
| Employer contribution / active EE | $2,889 | $3,615-20.1% | $4,814-40.0% | $2,506+15.3% |
| Participant deferral / active EE | $4,016 | $7,175-44.0% | $7,446-46.1% | $4,310-6.8% |
| Admin fee / account holder | $255 | $163+56.0% | $10,010-97.5% | $188+35.6% |