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 | $571,220 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $383,042 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $124,508 |
RSM US LLP5 years Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $28,000 |
Filed as: THE HOWARD E NYHART CO INC Service code 99 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Other Fees | $3,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,254 | $103,482-50.5% | $94,646-45.8% | $103,482-50.5% |
| Participation rate | 98.6% | 73.3%+25.3pp | 80.8%+17.8pp | 73.3%+25.3pp |
| Annual return | 16.25% | 33.11%-16.9pp | 156.71%-140.5pp | 33.11%-16.9pp |
| Employer contribution / active EE | $4,100 | $3,208+27.8% | $3,672+11.7% | $3,208+27.8% |
| Participant deferral / active EE | $5,034 | $5,207-3.3% | $7,418-32.1% | $5,207-3.3% |
| Admin fee / account holder | $99 | $114-13.5% | $7,231-98.6% | $114-13.5% |