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 | $51,445 |
DAVINCI CAPITAL MANAGEMENT8 years Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 27 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Advisory (Plan) | $18,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,789 | $49,915+196.1% | $154,803-4.5% | $74,304+98.9% |
| Participation rate | 91.9% | 54.0%+38.0pp | 78.1%+13.8pp | 60.3%+31.6pp |
| Annual return | 16.00% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.4pp |
| Employer contribution / active EE | $4,470 | $1,611+177.4% | $4,305+3.8% | $2,241+99.5% |
| Participant deferral / active EE | $9,736 | $2,255+331.8% | $5,540+75.7% | $3,767+158.4% |
| Admin fee / account holder | $298 | $2,189-86.4% | $14,329-97.9% | $2,969-90.0% |