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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,764 |
SMITH & HOWARD, PC2 years Filed as: SMITH BROTHERS Service code 27 7755 3RD STREET N · OAKDALE, MN 55128 | Advisory (Plan) | $4,006 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $1,783 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,213 | $79,184-29.0% | $102,438-45.1% | $74,546-24.6% |
| Participation rate | 90.1% | 74.8%+15.3pp | 76.5%+13.6pp | 67.2%+22.9pp |
| Annual return | 11.16% | 54.95%-43.8pp | 29.37%-18.2pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,567 | $2,362-33.7% | $3,024-48.2% | $2,624-40.3% |
| Participant deferral / active EE | $4,176 | $4,414-5.4% | $5,054-17.4% | $4,347-3.9% |
| Admin fee / account holder | $257 | $2,001-87.2% | $9,448-97.3% | $1,944-86.8% |