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 INS. CO. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,808 |
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $9,999 |
Filed as: GWFS EQUITIES, INC. Service code 33 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Other fees; Shareholder servicing fee... | $35 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,147 | $100,227-19.0% | $169,993-52.3% | $74,419+9.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 20.66% | 66.08%-45.4pp | 53.37%-32.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $6,980 | $4,263+63.7% | $6,785+2.9% | $2,637+164.7% |
| Participant deferral / active EE | $5,994 | $7,143-16.1% | $10,408-42.4% | $4,528+32.4% |
| Admin fee / account holder | $76 | $234-67.6% | $12,815-99.4% | $348-78.2% |