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 | $53,455 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 1100 SUPERIOR AVE., STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $20,739 |
CAMPBELL ALBRECHT8 years Service code 13 · EIN 77-0536619 20750 VENTURA BLVD, SUITE 200 · WOODLAND HILLS, CA 91364 | Contract Administrator | $3,340 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,653 | $56,423+76.6% | $77,163+29.1% | $71,457+39.5% |
| Participation rate | 72.3% | 64.3%+8.0pp | 69.6%+2.7pp | 67.9%+4.4pp |
| Annual return | 15.42% | 19.05%-3.6pp | 37.87%-22.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,766 | $1,866-5.4% | $2,535-30.3% | $2,588-31.8% |
| Participant deferral / active EE | $3,341 | $3,142+6.3% | $3,833-12.8% | $4,289-22.1% |
| Admin fee / account holder | $282 | $1,429-80.3% | $5,472-94.9% | $1,587-82.2% |