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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $2,351 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 | Recordkeeping Fees | $900 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 | Contract Administrator | $748 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $222 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,231 | $58,208-73.8% | $81,812-81.4% | $80,856-81.2% |
| Participation rate | 79.6% | 63.4%+16.2pp | 72.3%+7.2pp | 67.6%+12.0pp |
| Annual return | 15.85% | 41.66%-25.8pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,193 | $2,340-49.0% | $2,912-59.0% | $2,755-56.7% |
| Participant deferral / active EE | $1,561 | $3,281-52.4% | $4,319-63.9% | $4,296-63.7% |
| Admin fee / account holder | $2 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |