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 |
|---|---|---|
APRIO LLP2 years Service code 10 PO BOX 117310 · ATLANTA, GA 30368 | Accounting | $3,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,872 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $200 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $35 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,421 | $58,208+654.9% | $81,812+437.1% | $80,856+443.5% |
| Participation rate | 86.0% | 63.4%+22.6pp | 72.3%+13.7pp | 67.6%+18.4pp |
| Annual return | 18.74% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $12,651 | $2,340+440.6% | $2,912+334.4% | $2,755+359.2% |
| Participant deferral / active EE | $15,054 | $3,281+358.8% | $4,319+248.6% | $4,296+250.4% |
| Admin fee / account holder | $50 | $4,981-99.0% | $7,386-99.3% | $6,918-99.3% |