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 | $41,468 |
THE BENEFIT PRACTICE11+ years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD STE 610 · STAMFORD, CT 06901 | Recordkeeping | $25,669 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Investment Management | $22,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,093 | $49,915-25.7% | $154,803-76.0% | $74,304-50.1% |
| Participation rate | 90.4% | 54.0%+36.5pp | 78.1%+12.4pp | 60.3%+30.1pp |
| Annual return | 16.17% | 34.06%-17.9pp | 58.88%-42.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,566 | $1,611-2.8% | $4,305-63.6% | $2,241-30.1% |
| Participant deferral / active EE | $2,626 | $2,255+16.5% | $5,540-52.6% | $3,767-30.3% |
| Admin fee / account holder | $298 | $2,189-86.4% | $14,329-97.9% | $2,969-90.0% |