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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,994 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,434 |
TRISTAR PENSION LTD3 years Filed as: TRISTAR PENSION LTD. Service code 13 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $5,568 |
Filed as: GALLAGHER BENEFIT SERVICES .00 INC Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,470 | $49,451-8.1% | $79,550-42.8% | $66,914-32.0% |
| Participation rate | 84.3% | 61.3%+23.0pp | 69.5%+14.8pp | 69.8%+14.5pp |
| Annual return | -15.26% | 84.25%-99.5pp | 0.16%-15.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,471 | $1,266+16.3% | $2,413-39.0% | $2,544-42.2% |
| Participant deferral / active EE | $1,957 | $3,159-38.0% | $3,985-50.9% | $4,237-53.8% |
| Admin fee / account holder | $186 | $595-68.7% | $6,832-97.3% | $593-68.6% |