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 | $621,634 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $355,386 |
RSM US LLP4 years Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $102,250 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $63,033 |
CVAGS, LLC3 years Filed as: CVAGS LLC Service code 27 3333 RIVERWOOD PKWY SE STE 400 · ATLANTA, GA 30339 | Advisory (Plan) | $21,875 |
Service code 71 · EIN 27-0846572 | Brokerage Fees | $13,528 |
TD AMERITRADE, INC.8+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $207 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $207 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 71 3883 TELEGRAPH ROD · BLOOMFIELD, MI 48302 | Brokerage Fees | $56 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 71 | Brokerage Fees | $56 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,036 | $83,595-42.5% | $86,436-44.4% | $78,044-38.4% |
| Participation rate | 97.9% | 81.9%+16.1pp | 80.3%+17.6pp | 74.4%+23.5pp |
| Annual return | -8.90% | -10.64%+1.7pp | 4394.89%-4403.8pp | 10.87%-19.8pp |
| Employer contribution / active EE | $2,975 | $3,111-4.4% | $3,769-21.1% | $3,125-4.8% |
| Participant deferral / active EE | $4,885 | $6,427-24.0% | $6,952-29.7% | $5,084-3.9% |
| Admin fee / account holder | $121 | $82+46.5% | $6,731-98.2% | $79+53.1% |