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 |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $17,220 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,695 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,039 | $44,642-8.1% | $91,220-55.0% | $66,914-38.7% |
| Participation rate | 76.1% | 64.9%+11.2pp | 73.2%+2.9pp | 69.8%+6.3pp |
| Annual return | -14.06% | -12.29%-1.8pp | 114.01%-128.1pp | 1.58%-15.6pp |
| Employer contribution / active EE | $763 | $1,706-55.3% | $2,850-73.2% | $2,544-70.0% |
| Participant deferral / active EE | $2,324 | $3,349-30.6% | $4,234-45.1% | $4,237-45.2% |
| Admin fee / account holder | $228 | $521-56.3% | $5,420-95.8% | $593-61.6% |