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 |
|---|---|---|
Service code 27 400 ROBERT ST N · ST PAUL, MN 55101 | Advisory (Plan) | $16,225 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,389 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,130 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $144 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,723 | $83,884-53.8% | $64,056-39.5% | $74,419-48.0% |
| Participation rate | 71.0% | 76.6%-5.6pp | 72.3%-1.3pp | 70.7%+0.2pp |
| Annual return | 18.16% | 16.57%+1.6pp | 33.69%-15.5pp | 34.38%-16.2pp |
| Employer contribution / active EE | $522 | $3,084-83.1% | $2,747-81.0% | $2,637-80.2% |
| Participant deferral / active EE | $1,857 | $3,692-49.7% | $3,880-52.1% | $4,528-59.0% |
| Admin fee / account holder | $100 | $196-48.8% | $3,068-96.7% | $348-71.1% |