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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,097 |
TOWNSQUARE CAPITAL LLC6 years Filed as: TOWNSQUARE CAPITAL INC Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $19,257 |
Service code 27 3455 N WINSOME PL · BOISE, ID 83702 | Advisory (Plan) | $17,892 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,208 |
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 | $53,954 | $91,407-41.0% | $135,903-60.3% | $71,457-24.5% |
| Participation rate | 95.9% | 75.7%+20.3pp | 81.9%+14.0pp | 67.9%+28.0pp |
| Annual return | 15.85% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,719 | $3,703+0.4% | $4,856-23.4% | $2,588+43.7% |
| Participant deferral / active EE | $9,535 | $7,092+34.4% | $7,758+22.9% | $4,289+122.3% |
| Admin fee / account holder | $263 | $1,266-79.2% | $10,762-97.6% | $1,587-83.4% |