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 RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $26,777 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,387 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,900 | $59,417-2.6% | $93,606-38.1% | $74,495-22.3% |
| Participation rate | 89.0% | 59.7%+29.4pp | 68.7%+20.3pp | 67.2%+21.8pp |
| Annual return | 28.41% | 81.83%-53.4pp | 133.20%-104.8pp | 1364.94%-1336.5pp |
| Employer contribution / active EE | $1,320 | $1,264+4.4% | $2,420-45.5% | $2,623-49.7% |
| Participant deferral / active EE | $3,187 | $3,050+4.5% | $4,411-27.8% | $4,346-26.7% |
| Admin fee / account holder | $242 | $3,021-92.0% | $8,285-97.1% | $1,942-87.5% |