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: WASHINGTON FINANCIAL GROUP Service code 26 · EIN 47-1411118 1410 SPRING HILL RD STE 425 · MCLEAN, VA 221023032 | Advisory (Participants) | $30,153 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,218 | $58,264-10.4% | $86,612-39.7% | $71,457-26.9% |
| Participation rate | 93.6% | 65.0%+28.6pp | 71.7%+21.9pp | 67.9%+25.7pp |
| Annual return | 23.71% | 21.63%+2.1pp | 591.07%-567.4pp | 28.85%-5.1pp |
| Employer contribution / active EE | $3,807 | $2,574+47.9% | $3,022+26.0% | $2,588+47.1% |
| Participant deferral / active EE | $4,492 | $3,436+30.7% | $4,438+1.2% | $4,289+4.7% |
| Admin fee / account holder | $71 | $1,057-93.3% | $5,614-98.7% | $1,587-95.5% |