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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,386 |
STRATEGIES WEALTH ADVISORS2 years Filed as: STRATEGIES WEALTH ADVISORS, LLC Service code 27 171 MONROE AVE NW STE 800 · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $14,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,126 | $79,171-44.3% | $102,423-56.9% | $74,495-40.8% |
| Participation rate | 90.6% | 74.8%+15.8pp | 76.5%+14.2pp | 67.2%+23.4pp |
| Annual return | 11.17% | 54.93%-43.8pp | 29.32%-18.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,340 | $2,362-43.3% | $3,023-55.7% | $2,623-48.9% |
| Participant deferral / active EE | $3,598 | $4,415-18.5% | $5,053-28.8% | $4,346-17.2% |
| Admin fee / account holder | $251 | $2,001-87.5% | $9,451-97.3% | $1,942-87.1% |