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 6-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,056 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,620 |
MMLIS3 years Service code 27 1295 STATE ST · SPRINGFIELD, MA 01111 | Advisory (Plan) | $12,793 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,067 | $122,239-48.4% | $184,200-65.8% | $74,546-15.4% |
| Participation rate | 75.2% | 85.5%-10.3pp | 86.8%-11.7pp | 67.2%+7.9pp |
| Annual return | 18.30% | 19.95%-1.6pp | 28.80%-10.5pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $5,626 | $4,537+24.0% | $6,424-12.4% | $2,624+114.4% |
| Participant deferral / active EE | $9,353 | $7,139+31.0% | $9,132+2.4% | $4,347+115.1% |
| Admin fee / account holder | $276 | $1,260-78.1% | $13,907-98.0% | $1,944-85.8% |