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 7-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $134,184 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,664 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,601 |
FRANK RIMERMAN & CO LLP2 years Service code 99 1801 PAGE MILL ROAD · PALO ALTO, CA 94304 | Other Fees | $6,925 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,562 | $66,444-67.5% | $120,225-82.1% | $79,634-72.9% |
| Participation rate | 94.1% | 42.8%+51.3pp | 69.6%+24.5pp | 62.5%+31.6pp |
| Annual return | 20.00% | 53.37%-33.4pp | 439.23%-419.2pp | 36.46%-16.5pp |
| Employer contribution / active EE | $1,956 | $1,860+5.2% | $3,475-43.7% | $2,529-22.6% |
| Participant deferral / active EE | $4,198 | $2,798+50.1% | $3,999+5.0% | $3,835+9.5% |
| Admin fee / account holder | $200 | $1,295-84.6% | $5,696-96.5% | $1,002-80.1% |