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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Filed as: SECURITIES SERVICE NETWORK INC Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 379323426 | Other Commissions | $28,493 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,084 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
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 | $57,560 | $71,666-19.7% | $117,854-51.2% | $69,631-17.3% |
| Participation rate | 87.5% | 77.5%+9.9pp | 79.7%+7.8pp | 70.7%+16.8pp |
| Annual return | 18.19% | 18.86%-0.7pp | 335.08%-316.9pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,534 | $1,889-18.8% | $3,786-59.5% | $2,032-24.5% |
| Participant deferral / active EE | $3,159 | $3,340-5.4% | $4,482-29.5% | $3,224-2.0% |
| Admin fee / account holder | $6 | $120-94.9% | $8,020-99.9% | $110-94.4% |