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 7-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 INC4+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $12,102 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,901 |
Filed as: THE PATRIOT FINANCIAL GROUP INSURAN Service code 27 182 TURNPIKE RD STE 200 · WESTBOROUGH, MA 01581 | Advisory (Plan) | $2,268 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $94 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,700 | $65,435-25.6% | $86,677-43.8% | $66,914-27.2% |
| Participation rate | 81.0% | 75.5%+5.5pp | 76.6%+4.4pp | 69.8%+11.2pp |
| Annual return | -16.54% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,681 | $2,153-21.9% | $2,836-40.7% | $2,544-33.9% |
| Participant deferral / active EE | $3,363 | $4,100-18.0% | $4,656-27.8% | $4,237-20.6% |
| Admin fee / account holder | $119 | $642-81.5% | $7,493-98.4% | $593-80.0% |