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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,315 |
DAVINCI CAPITAL MANAGEMENT5 years Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 27 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,202 | $65,061+44.8% | $143,757-34.5% | $66,914+40.8% |
| Participation rate | 89.6% | 65.2%+24.4pp | 80.3%+9.3pp | 69.8%+19.8pp |
| Annual return | -17.91% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,727 | $2,361+57.9% | $4,951-24.7% | $2,544+46.5% |
| Participant deferral / active EE | $7,707 | $2,919+164.0% | $5,637+36.7% | $4,237+81.9% |
| Admin fee / account holder | $234 | $502-53.4% | $14,673-98.4% | $593-60.5% |