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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,659 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,506 |
MOSS ADAMS LLP5 years Service code 10 101 SECOND ST STE 900 · SAN FRANCISCO, CA 94105 | Accounting | $11,301 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $3,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,894 | $110,483+15.8% | $145,433-12.1% | $79,634+60.6% |
| Participation rate | 95.6% | 71.1%+24.5pp | 82.1%+13.5pp | 62.5%+33.1pp |
| Annual return | 16.26% | 24.62%-8.4pp | 66.58%-50.3pp | 36.46%-20.2pp |
| Employer contribution / active EE | $2,645 | $4,053-34.7% | $4,554-41.9% | $2,529+4.6% |
| Participant deferral / active EE | $8,360 | $7,216+15.9% | $7,897+5.9% | $3,835+118.0% |
| Admin fee / account holder | $195 | $680-71.4% | $13,129-98.5% | $1,002-80.6% |