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 9-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: STRATEGIES WEALTH ADVISORS, LLC Service code 27 171 MONROE AVE NW STE 800 · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $15,221 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,194 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,609 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24 |
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 | $36,437 | $76,050-52.1% | $96,544-62.3% | $71,457-49.0% |
| Participation rate | 88.0% | 74.4%+13.6pp | 76.0%+12.0pp | 67.9%+20.1pp |
| Annual return | 12.99% | 22.81%-9.8pp | 25.84%-12.8pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,243 | $2,244-44.6% | $2,965-58.1% | $2,588-52.0% |
| Participant deferral / active EE | $3,332 | $4,215-21.0% | $4,851-31.3% | $4,289-22.3% |
| Admin fee / account holder | $235 | $2,707-91.3% | $8,252-97.2% | $1,587-85.2% |