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 | $149,744 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $80,000 |
Filed as: CBIZ CPAS, P.C. Service code 10 2255 GLADES ROAD, SUITE 321A · BOCA RATON, FL 33486 | Accounting | $34,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,412 |
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 | $93,672 | $62,688+49.4% | $178,014-47.4% | $77,671+20.6% |
| Participation rate | 97.1% | 66.9%+30.2pp | 77.1%+20.0pp | 70.6%+26.5pp |
| Annual return | 11.62% | 16.16%-4.5pp | 294.80%-283.2pp | 31.21%-19.6pp |
| Employer contribution / active EE | $2,185 | $1,912+14.3% | $3,950-44.7% | $2,726-19.9% |
| Participant deferral / active EE | $7,779 | $4,224+84.2% | $6,276+23.9% | $4,648+67.4% |
| Admin fee / account holder | $242 | $386-37.2% | $10,362-97.7% | $430-43.7% |