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 4-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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $23,884 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,781 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,873 | $54,701-23.5% | $86,188-51.4% | $71,457-41.4% |
| Participation rate | 86.4% | 60.1%+26.3pp | 69.0%+17.4pp | 67.9%+18.5pp |
| Annual return | 14.86% | 20.06%-5.2pp | 1168.45%-1153.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,160 | $1,265-8.3% | $2,380-51.3% | $2,588-55.2% |
| Participant deferral / active EE | $2,795 | $3,108-10.1% | $3,985-29.9% | $4,289-34.8% |
| Admin fee / account holder | $198 | $1,922-89.7% | $6,852-97.1% | $1,587-87.5% |