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: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $17,006 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,251 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,369 | $79,700-61.9% | $153,485-80.2% | $74,495-59.2% |
| Participation rate | 79.9% | 69.8%+10.1pp | 77.1%+2.8pp | 67.2%+12.7pp |
| Annual return | 14.64% | 15.07%-0.4pp | 15.65%-1.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,336 | $4,016-41.8% | $5,039-53.6% | $2,623-10.9% |
| Participant deferral / active EE | $6,335 | $5,315+19.2% | $6,757-6.2% | $4,346+45.8% |
| Admin fee / account holder | $121 | $1,790-93.3% | $12,724-99.1% | $1,942-93.8% |