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 | $19,038 |
Filed as: CARR, RIGGS, INGRAM, LLC Service code 10 · EIN 72-1396621 500 GRAND BOULEVARD · MIRAMAR BEACH, FL 32550 | Accounting | $8,100 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,789 | $49,808+8.0% | $95,745-43.8% | $74,419-27.7% |
| Participation rate | 98.5% | 66.6%+32.0pp | 72.3%+26.3pp | 70.7%+27.8pp |
| Annual return | 17.32% | 24.91%-7.6pp | 28.35%-11.0pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,677 | $1,639+2.3% | $2,835-40.8% | $2,637-36.4% |
| Participant deferral / active EE | $2,427 | $3,739-35.1% | $4,245-42.8% | $4,528-46.4% |
| Admin fee / account holder | $95 | $311-69.4% | $5,678-98.3% | $348-72.6% |