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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,127 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,621 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,996 |
PROGRESSIVE PENSION ADMIN., INC.3+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $620 |
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 | $77,667 | $79,523-2.3% | $140,016-44.5% | $56,287+38.0% |
| Participation rate | 92.4% | 85.7%+6.7pp | 87.5%+4.9pp | 69.9%+22.6pp |
| Annual return | 0.53% | 2.39%-1.9pp | 651.12%-650.6pp | -9.96%+10.5pp |
| Employer contribution / active EE | $3,663 | $3,350+9.3% | $5,606-34.7% | $2,111+73.5% |
| Participant deferral / active EE | $7,532 | $5,129+46.9% | $6,927+8.7% | $3,350+124.8% |
| Admin fee / account holder | $41 | $614-93.3% | $10,705-99.6% | $521-92.1% |