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 4-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 15 · EIN 84-0467907 | Recordkeeping | $215,050 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 99 LOCKBOX 28025 · CHICAGO, IL 60673 | Other Fees | $71,816 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $69,837 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $16,800 |
Service code 99 3768 PLAZA DR · ANN ARBOR, MI 48108 | Other Fees | $5,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,021 | $128,899-41.8% | $113,168-33.7% | $102,872-27.1% |
| Participation rate | 93.7% | 87.0%+6.6pp | 76.6%+17.1pp | 73.0%+20.6pp |
| Annual return | 16.23% | 15.88%+0.4pp | 24.27%-8.0pp | 19.06%-2.8pp |
| Employer contribution / active EE | $2,073 | $3,713-44.2% | $2,975-30.3% | $3,526-41.2% |
| Participant deferral / active EE | $5,172 | $6,787-23.8% | $5,107+1.3% | $5,535-6.6% |
| Admin fee / account holder | $66 | $129-48.9% | $12,068-99.5% | $292-77.4% |