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 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $52,530 |
CURCIO WEBB7 years Service code 16 · EIN 36-4171366 | Consulting | $6,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $5,700 |
Filed as: QDRO CONSULTANTS Service code 13 · EIN 34-1820650 | Contract Administrator | $300 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,051 | $88,890+22.7% | $102,423+6.5% | $77,643+40.5% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 16.47% | 24.98%-8.5pp | 29.32%-12.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $6,276 | $2,698+132.7% | $3,023+107.6% | $2,726+130.3% |
| Participant deferral / active EE | $7,613 | $5,145+48.0% | $5,053+50.7% | $4,647+63.8% |
| Admin fee / account holder | $84 | $235-64.3% | $9,451-99.1% | $430-80.4% |