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 |
|---|---|---|
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $21,000 |
LPL FINANCIAL6 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $19,035 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $14,610 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,066 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,875 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,342 | $76,670+72.6% | $96,683+36.9% | $71,457+85.2% |
| Participation rate | 73.1% | 66.6%+6.5pp | 74.3%-1.2pp | 67.9%+5.2pp |
| Annual return | 16.56% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,862 | $3,771+82.0% | $4,878+40.7% | $4,289+60.0% |
| Admin fee / account holder | $167 | $2,028-91.8% | $6,730-97.5% | $1,587-89.5% |