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 10-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,975 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $17,390 |
RANDALL & HURLEY, INC.5 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $4,825 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,313 | $82,978-32.1% | $129,995-56.7% | $71,457-21.2% |
| Participation rate | 97.0% | 74.1%+22.9pp | 78.5%+18.5pp | 67.9%+29.0pp |
| Annual return | 25.69% | 20.60%+5.1pp | -137.18%+162.9pp | 28.85%-3.2pp |
| Employer contribution / active EE | $1,676 | $2,622-36.1% | $4,320-61.2% | $2,588-35.2% |
| Participant deferral / active EE | $4,051 | $4,432-8.6% | $5,820-30.4% | $4,289-5.5% |
| Admin fee / account holder | $218 | $1,729-87.4% | $10,614-97.9% | $1,587-86.3% |