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 ANNUUITY INS. CO. OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,227 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $29,554 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPL Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $16,861 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,683 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,203 | $28,601-11.9% | $71,735-64.9% | $66,914-62.3% |
| Participation rate | 82.5% | 56.7%+25.9pp | 62.3%+20.2pp | 69.8%+12.7pp |
| Annual return | -14.14% | -10.90%-3.2pp | 9.14%-23.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $968 | $1,104-12.3% | $1,704-43.2% | $2,544-62.0% |
| Participant deferral / active EE | $2,552 | $1,912+33.5% | $2,658-4.0% | $4,237-39.8% |
| Admin fee / account holder | $186 | $506-63.2% | $3,974-95.3% | $593-68.6% |