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 |
|---|---|---|
RETIREWELL ADMINISTRATORS6 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 81-3429076 1002 LINCOLN DR W, STE H · MARLTON, NJ 08053 | Recordkeeping | $2,650 |
Service code 99 1002 LINCOLN DR WEST, SUITE E · MARLTON, NJ 08053 | Other Fees | $1,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $968 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,337 | $65,435-52.1% | $86,677-63.8% | $66,914-53.2% |
| Participation rate | 99.5% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.7pp |
| Annual return | -15.29% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $859 | $2,153-60.1% | $2,836-69.7% | $2,544-66.2% |
| Participant deferral / active EE | $3,997 | $4,100-2.5% | $4,656-14.1% | $4,237-5.7% |
| Admin fee / account holder | $86 | $642-86.6% | $7,493-98.9% | $593-85.6% |