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: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $36,197 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,194 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,144 | $72,607-2.0% | $90,749-21.6% | $66,914+6.3% |
| Participation rate | 98.9% | 73.7%+25.3pp | 75.7%+23.2pp | 69.8%+29.1pp |
| Annual return | -12.07% | -12.28%+0.2pp | -12.16%+0.1pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,653 | $2,369+12.0% | $2,921-9.2% | $2,544+4.3% |
| Participant deferral / active EE | $5,287 | $3,977+32.9% | $4,564+15.8% | $4,237+24.8% |
| Admin fee / account holder | $16 | $707-97.7% | $8,445-99.8% | $593-97.3% |