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 | $238,080 |
Filed as: EMPOWER ADVISORY GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $45,969 |
MERCER3 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $40,000 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $31,750 |
Filed as: BILKEYKATZ INVESTMENT CONSULTANTS I Service code 27 411 SEVENTH AVE.#1425 · PITTSBURGH, PA 15219 | Advisory (Plan) | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,304 | $122,693-32.1% | $184,203-54.8% | $199,593-58.3% |
| Participation rate | 93.6% | 86.8%+6.8pp | 86.8%+6.8pp | 72.0%+21.6pp |
| Annual return | 14.10% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.2pp |
| Employer contribution / active EE | $6,280 | $4,584+37.0% | $6,427-2.3% | $3,034+107.0% |
| Participant deferral / active EE | $7,343 | $7,990-8.1% | $9,131-19.6% | $5,087+44.4% |
| Admin fee / account holder | $116 | $121-4.0% | $13,901-99.2% | $269-56.9% |