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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $229,516 |
SYNOVUS TRUST COMPANY N.A.5 years Service code 27 · EIN 58-2146977 PO BOX 23024 · COLUMBUS, GA 319023024 | Advisory (Plan) | $95,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,864 | $88,8900% | $102,423-13.2% | $77,643+14.5% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 13.16% | 24.98%-11.8pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $5,257 | $2,698+94.9% | $3,023+73.9% | $2,726+92.9% |
| Participant deferral / active EE | $5,802 | $5,145+12.8% | $5,053+14.8% | $4,647+24.8% |
| Admin fee / account holder | $273 | $235+15.9% | $9,451-97.1% | $430-36.6% |