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 15 · EIN 84-0467907 | Recordkeeping | $203,713 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $77,870 |
Filed as: EMPOWER ADVISORY GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $26,185 |
Filed as: BILKEYKATZ INVESTMENT CONSULTANTS I Service code 27 411 SEVENTH AVE.#1425 · PITTSBURGH, PA 15219 | Advisory (Plan) | $12,500 |
MERCER2 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,675 | $112,686-29.3% | $169,993-53.1% | $80,160-0.6% |
| Participation rate | 93.4% | 87.4%+6.0pp | 87.0%+6.4pp | 72.9%+20.5pp |
| Annual return | 20.64% | 67.04%-46.4pp | 53.37%-32.7pp | 40.38%-19.7pp |
| Employer contribution / active EE | $5,912 | $4,481+31.9% | $6,785-12.9% | $2,978+98.6% |
| Participant deferral / active EE | $6,922 | $7,876-12.1% | $10,408-33.5% | $5,017+38.0% |
| Admin fee / account holder | $137 | $99+38.7% | $12,815-98.9% | $145-5.2% |