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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,332 |
DAVINCI CAPITAL MANAGEMENT7 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 | $125,582 | $55,415+126.6% | $155,509-19.2% | $74,495+68.6% |
| Participation rate | 90.5% | 61.9%+28.6pp | 78.2%+12.3pp | 67.2%+23.3pp |
| Annual return | 29.86% | 268.50%-238.6pp | 64.67%-34.8pp | 1364.94%-1335.1pp |
| Employer contribution / active EE | $4,191 | $2,267+84.9% | $4,672-10.3% | $2,623+59.8% |
| Participant deferral / active EE | $9,175 | $2,836+223.5% | $5,626+63.1% | $4,346+111.1% |
| Admin fee / account holder | $213 | $1,738-87.7% | $15,912-98.7% | $1,942-89.0% |