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 |
|---|---|---|
OFG FINANCIAL SERVICES INC3 years Service code 27 · EIN 48-0759751 120 SE 6TH TOWNSITE PLZA · TOPEKA, KS 66603 | Advisory (Plan) | $27,817 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 207 WEST 25TH STREET · NEW YORK, NY 10001 | Contract Administrator | $5,278 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $961 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,397 | $76,050-46.9% | $96,544-58.2% | $71,457-43.5% |
| Participation rate | 78.8% | 74.4%+4.4pp | 76.0%+2.8pp | 67.9%+10.9pp |
| Annual return | 30.21% | 22.81%+7.4pp | 25.84%+4.4pp | 28.85%+1.4pp |
| Employer contribution / active EE | $1,140 | $2,244-49.2% | $2,965-61.6% | $2,588-56.0% |
| Participant deferral / active EE | $3,076 | $4,215-27.0% | $4,851-36.6% | $4,289-28.3% |
| Admin fee / account holder | $217 | $2,707-92.0% | $8,252-97.4% | $1,587-86.4% |