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 15 · EIN 84-0467907 | Recordkeeping | $99,399 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $17,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,993 | $92,971+58.1% | $96,683+52.0% | $74,419+97.5% |
| Participation rate | 93.5% | 71.5%+21.9pp | 74.3%+19.1pp | 70.7%+22.7pp |
| Annual return | 17.68% | 37.49%-19.8pp | 35.69%-18.0pp | 34.38%-16.7pp |
| Employer contribution / active EE | $8,526 | $3,426+148.9% | $3,737+128.2% | $2,637+223.3% |
| Participant deferral / active EE | $8,901 | $3,970+124.2% | $4,878+82.5% | $4,528+96.6% |
| Admin fee / account holder | $258 | $633-59.2% | $6,730-96.2% | $348-25.8% |