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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,905 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 28 6050 OAK TREE BLVD S STE 500 · CLEVELAND, OH 44131 | Investment Management | $41,270 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,608 | $56,503-37.0% | $70,092-49.2% | $64,808-45.1% |
| Participation rate | 83.4% | 70.5%+13.0pp | 70.5%+13.0pp | 71.5%+12.0pp |
| Annual return | -15.05% | -13.44%-1.6pp | 190.73%-205.8pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,963 | $2,046-4.1% | $2,559-23.3% | $2,506-21.7% |
| Participant deferral / active EE | $2,715 | $3,389-19.9% | $3,849-29.5% | $4,310-37.0% |
| Admin fee / account holder | $186 | $160+15.9% | $6,267-97.0% | $188-1.1% |