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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,079 |
AMARILLO NATIONAL BANK2 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $25,160 |
JULY BUSINESS SERVICES2 years Service code 13 · EIN 01-0233346 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $24,428 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,015 | $42,353-22.0% | $79,550-58.5% | $64,808-49.1% |
| Participation rate | 80.7% | 64.8%+16.0pp | 69.5%+11.2pp | 71.5%+9.2pp |
| Annual return | -14.65% | -12.24%-2.4pp | 0.16%-14.8pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,450 | $1,181+22.8% | $2,413-39.9% | $2,506-42.1% |
| Participant deferral / active EE | $3,718 | $3,170+17.3% | $3,985-6.7% | $4,310-13.7% |
| Admin fee / account holder | $126 | $160-21.2% | $6,832-98.2% | $188-33.0% |