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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,139 |
STRATEGIES WEALTH ADVISORS3 years Filed as: STRATEGIES WEALTH ADVISORS, LLC Service code 27 171 MONROE AVE NW STE 800 · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $16,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,058 | $87,870-41.9% | $113,168-54.9% | $74,304-31.3% |
| Participation rate | 84.1% | 70.7%+13.3pp | 76.6%+7.5pp | 60.3%+23.7pp |
| Annual return | 15.09% | 26.44%-11.3pp | 24.27%-9.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,359 | $2,277-40.3% | $2,975-54.3% | $2,241-39.4% |
| Participant deferral / active EE | $3,857 | $4,241-9.0% | $5,107-24.5% | $3,767+2.4% |
| Admin fee / account holder | $294 | $3,368-91.3% | $12,068-97.6% | $2,969-90.1% |