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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Service code 27 65 MADISON AVE SUITE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $39,765 |
Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE STE 500 · MOBILE, AL 36609 | Contract Administrator | $5,420 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,216 | $129,021-41.7% | $184,203-59.2% | $77,643-3.1% |
| Participation rate | 72.6% | 87.3%-14.7pp | 86.8%-14.2pp | 70.6%+2.0pp |
| Annual return | 23.71% | 33.27%-9.6pp | 28.81%-5.1pp | 31.24%-7.5pp |
| Employer contribution / active EE | $3,137 | $4,413-28.9% | $6,427-51.2% | $2,726+15.1% |
| Participant deferral / active EE | $6,607 | $7,297-9.5% | $9,131-27.6% | $4,647+42.2% |
| Admin fee / account holder | $17 | $254-93.4% | $13,901-99.9% | $430-96.1% |