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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,858 |
Filed as: SIGNATURE SECURITIES GROUP Service code 55 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $20,134 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 101 E. GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $10,359 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,872 | $45,863+32.7% | $77,024-21.0% | $68,494-11.1% |
| Participation rate | 96.3% | 55.9%+40.4pp | 67.9%+28.4pp | 67.9%+28.4pp |
| Annual return | -16.87% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,604 | $1,650+57.9% | $2,812-7.4% | $2,596+0.3% |
| Participant deferral / active EE | $8,175 | $2,962+176.0% | $4,426+84.7% | $4,027+103.0% |
| Admin fee / account holder | $290 | $3,041-90.5% | $5,425-94.7% | $5,403-94.6% |