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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,344 |
LPL FINANCIAL2 years Service code 55 | Other Commissions | $12,466 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $1,974 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $1,239 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,238 | $55,415-76.1% | $155,509-91.5% | $74,495-82.2% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 15.14% | 268.50%-253.4pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $749 | $2,267-67.0% | $4,672-84.0% | $2,623-71.4% |
| Participant deferral / active EE | $2,068 | $2,836-27.1% | $5,626-63.2% | $4,346-52.4% |
| Admin fee / account holder | $27 | $1,738-98.4% | $15,912-99.8% | $1,942-98.6% |