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 |
|---|---|---|
FNBB CAPITAL MARKETS LLC1 year Service code 27 600 UNIVERSITY PARK PLACE · BIRMINGHAM, AL 35209 | Advisory (Plan) | $18,758 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 I515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,369 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,818 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,966 | $102,553-42.5% | $151,611-61.1% | $66,914-11.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -3.00% | -10.82%+7.8pp | 3.33%-6.3pp | 1.58%-4.6pp |
| Employer contribution / active EE | $3,361 | $4,180-19.6% | $6,166-45.5% | $2,544+32.1% |
| Participant deferral / active EE | $3,221 | $6,641-51.5% | $8,363-61.5% | $4,237-24.0% |
| Admin fee / account holder | $279 | $630-55.8% | $11,616-97.6% | $593-53.0% |