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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,176 |
MJP WEALTH ADVISORS9+ years Filed as: MJP ASSOCIATES INC. Service code 27 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Advisory (Plan) | $18,931 |
PENSION ASSURANCE LLP9+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE, WEST WING · NORTH HAVEN, CT 064730478 | Contract Administrator | $15,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,129 | $53,165-3.8% | $86,188-40.7% | $74,419-31.3% |
| Participation rate | 87.0% | 64.9%+22.2pp | 69.0%+18.1pp | 70.7%+16.3pp |
| Annual return | 17.05% | 22.64%-5.6pp | 1168.45%-1151.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $608 | $1,210-49.7% | $2,380-74.4% | $2,637-76.9% |
| Participant deferral / active EE | $5,348 | $3,234+65.4% | $3,985+34.2% | $4,528+18.1% |
| Admin fee / account holder | $204 | $551-63.1% | $6,852-97.0% | $348-41.5% |