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 | $65,241-67.0% | $126,539-83.0% | $85,563-74.8% |
| Participation rate | 94.1% | 48.6%+45.4pp | 69.8%+24.3pp | 66.0%+28.1pp |
| Annual return | 20.00% | 42.19%-22.2pp | 425.95%-405.9pp | 31.51%-11.5pp |
| Employer contribution / active EE | $1,956 | $1,937+1.0% | $3,674-46.8% | $2,654-26.3% |
| Participant deferral / active EE | $4,198 | $3,032+38.5% | $4,083+2.8% | $4,375-4.0% |
| Admin fee / account holder | $200 | $1,031-80.6% | $6,065-96.7% | $834-76.1% |