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 4-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 ADVISORY GROUP, LLC Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,697 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,171 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $9,590 |
TRISTAR PENSION LTD3+ years Filed as: TRISTAR PENSION, LTD. Service code 13 · EIN 73-1553813 9150 N MAY AVE STE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $3,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,322 | $76,050-62.8% | $96,544-70.7% | $71,457-60.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 12.39% | 22.81%-10.4pp | 25.84%-13.5pp | 28.85%-16.5pp |
| Employer contribution / active EE | $2,113 | $2,244-5.8% | $2,965-28.7% | $2,588-18.3% |
| Participant deferral / active EE | $3,596 | $4,215-14.7% | $4,851-25.9% | $4,289-16.1% |
| Admin fee / account holder | $248 | $2,707-90.8% | $8,252-97.0% | $1,587-84.4% |