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 9-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 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $28,887 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,046 |
CROSSPLANS6 years Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $12,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,259 |
Annual investment return 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 | $49,144 | $82,978-40.8% | $129,995-62.2% | $71,457-31.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 14.07% | 20.60%-6.5pp | -137.18%+151.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,850 | $2,622+8.7% | $4,320-34.0% | $2,588+10.1% |
| Participant deferral / active EE | $4,055 | $4,432-8.5% | $5,820-30.3% | $4,289-5.5% |
| Admin fee / account holder | $241 | $1,729-86.1% | $10,614-97.7% | $1,587-84.8% |