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 | $13,652 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,230 |
TRISTAR PENSION LTD4 years Filed as: TRISTAR PENSION LTD. Service code 13 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $2,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,552 | $54,701-5.8% | $86,188-40.2% | $71,457-27.9% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 17.37% | 20.06%-2.7pp | 1168.45%-1151.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,963 | $1,265+55.2% | $2,380-17.5% | $2,588-24.1% |
| Participant deferral / active EE | $2,390 | $3,108-23.1% | $3,985-40.0% | $4,289-44.3% |
| Admin fee / account holder | $141 | $1,922-92.7% | $6,852-97.9% | $1,587-91.1% |