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 | $70,904 |
CONSIDINE & CONSIDINE2 years Filed as: CONSIDINE & CONSIDINE AN ACCOUNTANC Service code 10 1501 FIFTH AVE STE 400 · SAN DIEGO, CA 92101 | Accounting | $24,000 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $23,424 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,980 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $6,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,179 | $91,372-27.6% | $129,995-49.1% | $74,419-11.1% |
| Participation rate | 82.1% | 77.8%+4.3pp | 78.5%+3.6pp | 70.7%+11.3pp |
| Annual return | 17.30% | 23.21%-5.9pp | -137.18%+154.5pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,607 | $2,563-37.3% | $4,320-62.8% | $2,637-39.1% |
| Participant deferral / active EE | $4,685 | $4,721-0.8% | $5,820-19.5% | $4,528+3.5% |
| Admin fee / account holder | $251 | $283-11.5% | $10,614-97.6% | $348-27.9% |