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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $33,954 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,069 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $160 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Annual investment return 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 | $127,822 | $79,171+61.5% | $102,423+24.8% | $74,495+71.6% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 9.90% | 54.93%-45.0pp | 29.32%-19.4pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $3,777 | $2,362+59.9% | $3,023+24.9% | $2,623+44.0% |
| Participant deferral / active EE | $6,386 | $4,415+44.6% | $5,053+26.4% | $4,346+47.0% |
| Admin fee / account holder | $296 | $2,001-85.2% | $9,451-96.9% | $1,942-84.7% |