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 8-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $198,084 |
GRIMES & COMPANY, INC.2 years Filed as: GRIMES & COMPANY INC Service code 27 110 TURNPIKE RD · WESTBOROUGH, MA 01581 | Advisory (Plan) | $77,923 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $52,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,374 | $88,480-62.3% | $96,683-65.5% | $80,160-58.4% |
| Participation rate | 97.3% | 79.9%+17.4pp | 74.3%+22.9pp | 72.9%+24.3pp |
| Annual return | 21.36% | 22.53%-1.2pp | 35.69%-14.3pp | 40.38%-19.0pp |
| Employer contribution / active EE | $2,783 | $4,176-33.4% | $3,737-25.5% | $2,978-6.5% |
| Participant deferral / active EE | $7,214 | $3,959+82.2% | $4,878+47.9% | $5,017+43.8% |
| Admin fee / account holder | $129 | $212-39.0% | $6,730-98.1% | $145-10.9% |