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 INC4 years Service code 27 · EIN 48-0759751 120 SE 6TH TOWNSITE PLZA · TOPEKA, KS 66603 | Advisory (Plan) | $37,264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,222 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 207 WEST 25TH STREET · NEW YORK, NY 10001 | Contract Administrator | $6,092 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,923 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,820 | $79,171-48.4% | $102,423-60.1% | $74,495-45.2% |
| Participation rate | 86.4% | 74.8%+11.6pp | 76.5%+9.9pp | 67.2%+19.2pp |
| Annual return | 22.40% | 54.93%-32.5pp | 29.32%-6.9pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $1,166 | $2,362-50.7% | $3,023-61.4% | $2,623-55.6% |
| Participant deferral / active EE | $3,333 | $4,415-24.5% | $5,053-34.0% | $4,346-23.3% |
| Admin fee / account holder | $263 | $2,001-86.8% | $9,451-97.2% | $1,942-86.5% |