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 | $15,956 |
LONGVIEW PARTNERS2 years Filed as: LONGVIEW WEALTH MANAGEMENT Service code 16 5605 GLENRIDGE DRIVE · ATLANTA, GA 30342 | Consulting | $15,348 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 | Contract Administrator | $14,979 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 12 · EIN 62-0951563 | Claims processing; Investment managem... | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,704 | $101,317-22.3% | $146,958-46.4% | $74,495+5.7% |
| Participation rate | 90.1% | 75.5%+14.5pp | 82.2%+7.9pp | 67.2%+22.9pp |
| Annual return | 14.47% | 8730.91%-8716.4pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,746 | $3,810-27.9% | $4,933-44.3% | $2,623+4.7% |
| Participant deferral / active EE | $5,652 | $7,303-22.6% | $8,070-30.0% | $4,346+30.1% |
| Admin fee / account holder | $209 | $1,739-88.0% | $12,998-98.4% | $1,942-89.3% |