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 RETIREMENT ADIVSORY SERVICE Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 · EIN 13-2690792 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
Filed as: ROBIN S. WEINGAST & ASSOCIATES INC. Service code 13 | Contract Administrator | $0 |
Service code 13 · EIN 11-2859146 100 QUENTIIN ROOSEVELT BLVD. · GARDEN CITY, NY 11530 | Contract Administrator | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,738 | $84,233-51.6% | $170,442-76.1% | $70,131-41.9% |
| Participation rate | 82.1% | 70.8%+11.3pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 13.73% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $6,976 | $3,387+106.0% | $5,433+28.4% | $2,342+197.8% |
| Participant deferral / active EE | $2,388 | $3,086-22.6% | $4,939-51.6% | $3,332-28.3% |
| Admin fee / account holder | $61 | $5,698-98.9% | $13,880-99.6% | $4,645-98.7% |