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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $8,619 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,896 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,290 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,112 | $82,978+46.0% | $129,995-6.8% | $71,457+69.5% |
| Participation rate | 94.5% | 74.1%+20.4pp | 78.5%+16.0pp | 67.9%+26.6pp |
| Annual return | 16.08% | 20.60%-4.5pp | -137.18%+153.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $8,160 | $2,622+211.3% | $4,320+88.9% | $2,588+215.4% |
| Participant deferral / active EE | $7,738 | $4,432+74.6% | $5,820+33.0% | $4,289+80.4% |
| Admin fee / account holder | $129 | $1,729-92.6% | $10,614-98.8% | $1,587-91.9% |