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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,128 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,969 |
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 | $54,257 | $66,098-17.9% | $101,794-46.7% | $74,304-27.0% |
| Participation rate | 88.4% | 53.8%+34.7pp | 69.2%+19.3pp | 60.3%+28.1pp |
| Annual return | 11.37% | 19.59%-8.2pp | 30.53%-19.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,306 | $1,082+20.7% | $2,289-42.9% | $2,241-41.7% |
| Participant deferral / active EE | $3,149 | $2,781+13.2% | $4,084-22.9% | $3,767-16.4% |
| Admin fee / account holder | $209 | $4,146-95.0% | $8,777-97.6% | $2,969-93.0% |