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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $94,252 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,352 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,093 | $130,224-38.5% | $197,124-59.4% | $79,634+0.6% |
| Participation rate | 94.5% | 87.8%+6.7pp | 86.7%+7.8pp | 62.5%+32.0pp |
| Annual return | 16.31% | 23.65%-7.3pp | 44.34%-28.0pp | 36.46%-20.2pp |
| Employer contribution / active EE | $2,473 | $4,314-42.7% | $6,227-60.3% | $2,529-2.2% |
| Participant deferral / active EE | $8,275 | $7,378+12.2% | $9,135-9.4% | $3,835+115.8% |
| Admin fee / account holder | $188 | $254-26.1% | $16,298-98.8% | $1,002-81.2% |