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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,153 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,000 |
COMPASS 360, LLC2 years Filed as: COMPASS 360 Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $3,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,290 | $106,028-38.4% | $146,958-55.6% | $77,643-15.9% |
| Participation rate | 77.5% | 78.4%-0.8pp | 82.2%-4.6pp | 70.6%+7.0pp |
| Annual return | 15.88% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,359 | $4,063-41.9% | $4,933-52.2% | $2,726-13.5% |
| Participant deferral / active EE | $7,307 | $7,990-8.5% | $8,070-9.5% | $4,647+57.2% |
| Admin fee / account holder | $177 | $337-47.5% | $12,998-98.6% | $430-58.8% |