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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,461 |
MOSS ADAMS LLP1 year Service code 99 101 SECOND ST STE 900 · SAN FRANCISCO, CA 94105 | Other Fees | $18,900 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,258 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,091 | $66,098-22.7% | $101,794-49.8% | $74,304-31.2% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 11.28% | 19.59%-8.3pp | 30.53%-19.2pp | 29.43%-18.2pp |
| Employer contribution / active EE | $4,593 | $1,082+324.7% | $2,289+100.7% | $2,241+105.0% |
| Participant deferral / active EE | $5,578 | $2,781+100.6% | $4,084+36.6% | $3,767+48.1% |
| Admin fee / account holder | $298 | $4,146-92.8% | $8,777-96.6% | $2,969-90.0% |