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 | $34,929 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $30,000 |
MPCOMPANY LLP1 year Filed as: MCMILLAN PATE & COMPANY LLP Service code 10 615 OBERLIN RD STE 200 · RALEIGH, NC 27605 | Accounting | $8,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $294 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,355 | $42,353-11.8% | $79,550-53.0% | $64,808-42.4% |
| Participation rate | 73.2% | 64.8%+8.4pp | 69.5%+3.7pp | 71.5%+1.7pp |
| Annual return | -18.91% | -12.24%-6.7pp | 0.16%-19.1pp | 32.82%-51.7pp |
| Employer contribution / active EE | $927 | $1,181-21.5% | $2,413-61.6% | $2,506-63.0% |
| Participant deferral / active EE | $2,364 | $3,170-25.4% | $3,985-40.7% | $4,310-45.2% |
| Admin fee / account holder | $280 | $160+75.4% | $6,832-95.9% | $188+49.0% |