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 INS CO OF AMERICA Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,314 |
EMPLOYEE FIDUCIARY, LLC6 years Filed as: EMPLOYEE BENEFITS RESOURCES, LLC Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $26,551 |
MURET CPA, PLLC1 year Service code 10 3326 E. 27TH PL. · TULSA, OK 74114 | Accounting | $17,902 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 72 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $70 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,785 | $89,588+0.2% | $136,007-34.0% | $77,671+15.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 16.15% | 17.42%-1.3pp | 579.32%-563.2pp | 31.21%-15.1pp |
| Employer contribution / active EE | $6,831 | $3,491+95.7% | $4,215+62.1% | $2,726+150.5% |
| Participant deferral / active EE | $8,369 | $5,591+49.7% | $7,024+19.1% | $4,648+80.1% |
| Admin fee / account holder | $158 | $539-70.6% | $6,858-97.7% | $430-63.2% |