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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,016 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $7,130 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,225 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $4,215 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,765 |
Filed as: AMERIPRISE FINANCIAL INC DBA COLUMB Service code 27 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $3,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,265 | $88,087-55.4% | $164,866-76.2% | $74,546-47.3% |
| Participation rate | 97.6% | 73.1%+24.6pp | 78.6%+19.0pp | 67.2%+30.4pp |
| Annual return | 20.39% | 17.27%+3.1pp | 69.97%-49.6pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $2,127 | $2,595-18.0% | $4,343-51.0% | $2,624-18.9% |
| Participant deferral / active EE | $7,273 | $4,499+61.6% | $6,033+20.6% | $4,347+67.3% |
| Admin fee / account holder | $296 | $2,232-86.7% | $12,689-97.7% | $1,944-84.7% |