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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,553 |
DAVINCI CAPITAL MANAGEMENT6 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 | $100,904 | $61,272+64.7% | $149,673-32.6% | $71,457+41.2% |
| Participation rate | 92.7% | 62.5%+30.2pp | 78.8%+14.0pp | 67.9%+24.8pp |
| Annual return | 16.11% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,902 | $2,378+64.1% | $4,818-19.0% | $2,588+50.8% |
| Participant deferral / active EE | $8,103 | $2,917+177.8% | $5,680+42.7% | $4,289+88.9% |
| Admin fee / account holder | $187 | $1,261-85.1% | $13,210-98.6% | $1,587-88.2% |