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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,842 |
Filed as: AMERIPRISE FINANCIAL INC DBA COLUMB Service code 27 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $8,847 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $8,607 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,722 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 99 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Fees | -$1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,372 | $96,484-53.0% | $156,263-71.0% | $74,304-38.9% |
| Participation rate | 95.6% | 67.7%+27.9pp | 78.9%+16.7pp | 60.3%+35.2pp |
| Annual return | 20.07% | 17.73%+2.3pp | 59.47%-39.4pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,940 | $2,528-23.3% | $4,333-55.2% | $2,241-13.4% |
| Participant deferral / active EE | $6,946 | $4,286+62.1% | $6,158+12.8% | $3,767+84.4% |
| Admin fee / account holder | $289 | $3,728-92.2% | $14,255-98.0% | $2,969-90.3% |