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 3-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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,731 |
Service code 27 2500 MONROE BOULEVARD · AUDOBON, PA 19403 | Advisory (Plan) | $38,222 |
THE MANDMARBLESTONE GROUP LLC3+ years Filed as: THE MANDMARBLESTNE GROUP LLC Service code 16 · EIN 20-4780677 | Consulting | $32,751 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 PO BOX 829709 · PHILADELPHIA, PA 17057 | Accounting | $17,057 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,365 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,225 | $119,446-81.4% | $150,045-85.2% | $85,563-74.0% |
| Participation rate | 95.3% | 75.4%+19.9pp | 82.3%+13.0pp | 66.0%+29.4pp |
| Annual return | 23.88% | 23.72%+0.2pp | 62.55%-38.7pp | 31.51%-7.6pp |
| Employer contribution / active EE | $1,961 | $4,078-51.9% | $4,693-58.2% | $2,654-26.1% |
| Participant deferral / active EE | $3,544 | $7,985-55.6% | $7,997-55.7% | $4,375-19.0% |
| Admin fee / account holder | $204 | $548-62.7% | $13,435-98.5% | $834-75.5% |