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 | $131,799-39.2% | $200,582-60.1% | $85,563-6.4% |
| Participation rate | 94.5% | 87.9%+6.6pp | 86.9%+7.6pp | 66.0%+28.5pp |
| Annual return | 16.31% | 21.59%-5.3pp | 42.33%-26.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,473 | $4,532-45.4% | $6,419-61.5% | $2,654-6.8% |
| Participant deferral / active EE | $8,275 | $7,702+7.4% | $9,331-11.3% | $4,375+89.1% |
| Admin fee / account holder | $188 | $235-19.9% | $16,305-98.8% | $834-77.4% |