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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,998 |
REILLY, PENNER & BENTON LLP4 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $36,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,406 | $99,078-57.2% | $96,544-56.1% | $74,419-43.0% |
| Participation rate | 70.9% | 80.7%-9.7pp | 76.0%-5.0pp | 70.7%+0.2pp |
| Annual return | 16.81% | 22.48%-5.7pp | 25.84%-9.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,711 | $2,570-33.4% | $2,965-42.3% | $2,637-35.1% |
| Participant deferral / active EE | $3,316 | $4,933-32.8% | $4,851-31.7% | $4,528-26.8% |
| Admin fee / account holder | $244 | $225+8.8% | $8,252-97.0% | $348-29.8% |