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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,103 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,861 | $102,317+115.9% | $146,958+50.3% | $80,856+173.2% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 15.20% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $7,021 | $3,713+89.1% | $4,933+42.3% | $2,755+154.9% |
| Participant deferral / active EE | $18,378 | $6,644+176.6% | $8,070+127.7% | $4,296+327.8% |
| Admin fee / account holder | $43 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |