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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $220,196 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $26,357 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,122 | $122,186-45.1% | $146,958-54.3% | $199,593-66.4% |
| Participation rate | 96.5% | 78.3%+18.2pp | 82.2%+14.4pp | 72.0%+24.6pp |
| Annual return | 14.64% | 30.56%-15.9pp | 418.34%-403.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $2,765 | $4,093-32.4% | $4,933-43.9% | $3,034-8.9% |
| Participant deferral / active EE | $5,208 | $8,502-38.7% | $8,070-35.5% | $5,087+2.4% |
| Admin fee / account holder | $176 | $179-1.7% | $12,998-98.6% | $269-34.6% |