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 | $34,763 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,975 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,555 | $71,516+12.6% | $98,439-18.2% | $71,457+12.7% |
| Participation rate | 98.6% | 72.7%+25.9pp | 75.2%+23.5pp | 67.9%+30.7pp |
| Annual return | 16.54% | 32.41%-15.9pp | 21.16%-4.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,207 | $2,399+33.7% | $3,048+5.2% | $2,588+24.0% |
| Participant deferral / active EE | $6,471 | $4,109+57.5% | $4,738+36.6% | $4,289+50.9% |
| Admin fee / account holder | $57 | $1,675-96.6% | $8,948-99.4% | $1,587-96.4% |