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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $172,019 |
TRUSTMARK NATIONAL BANK11+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $112,841 |
REA SHAW GIFFIN & STUART LLP7 years Service code 10 PO BOX 2090 · MERIDIAN, MS 39302 | Accounting | $63,632 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,493 | $103,641-61.9% | $107,525-63.3% | $102,872-61.6% |
| Participation rate | 97.8% | 79.4%+18.4pp | 75.1%+22.7pp | 73.0%+24.7pp |
| Annual return | 16.33% | 13.08%+3.2pp | 181.32%-165.0pp | 19.06%-2.7pp |
| Employer contribution / active EE | $2,480 | $5,096-51.3% | $3,754-33.9% | $3,526-29.7% |
| Participant deferral / active EE | $2,338 | $3,789-38.3% | $5,116-54.3% | $5,535-57.8% |
| Admin fee / account holder | $147 | $276-46.7% | $8,919-98.4% | $292-49.7% |