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 |
|---|---|---|
VITA PLANNING GROUP LLC1 year Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $13,028 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,474 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,498 | $174,896-33.4% | $125,339-7.1% | - |
| Participation rate | 85.9% | 70.4%+15.5pp | 82.4%+3.5pp | - |
| Annual return | -14.64% | -12.90%-1.7pp | 572.05%-586.7pp | - |
| Employer contribution / active EE | $3,208 | $3,570-10.1% | $4,814-33.3% | - |
| Participant deferral / active EE | $14,744 | $6,354+132.1% | $7,446+98.0% | - |
| Admin fee / account holder | $131 | $56,117-99.8% | $10,010-98.7% | - |