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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $479,578 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $130,000 |
WISS & COMPANY, LLP1 year Filed as: WISS & COMPANY LLP Service code 10 100 CAMPUS DR STE 400 · FLORHAM PARK, NJ 07932 | Accounting | $23,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,990 | $122,186-21.4% | $146,958-34.7% | $199,593-51.9% |
| Participation rate | 94.2% | 78.3%+15.9pp | 82.2%+12.0pp | 72.0%+22.2pp |
| Annual return | 14.68% | 30.56%-15.9pp | 418.34%-403.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $2,289 | $4,093-44.1% | $4,933-53.6% | $3,034-24.6% |
| Participant deferral / active EE | $7,769 | $8,502-8.6% | $8,070-3.7% | $5,087+52.7% |
| Admin fee / account holder | $10 | $179-94.5% | $12,998-99.9% | $269-96.3% |