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 |
|---|---|---|
VITA PLANNING GROUP LLC3 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $20,210 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,461 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,331 | $69,763-46.5% | $67,502-44.7% | $74,495-49.9% |
| Participation rate | 78.7% | 71.4%+7.3pp | 72.9%+5.8pp | 67.2%+11.5pp |
| Annual return | 17.00% | -40.34%+57.3pp | 3512.12%-3495.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,191 | $2,704+18.0% | $2,731+16.8% | $2,623+21.7% |
| Participant deferral / active EE | $5,513 | $3,636+51.6% | $4,000+37.8% | $4,346+26.9% |
| Admin fee / account holder | $173 | $896-80.6% | $3,998-95.7% | $1,942-91.1% |