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 | $15,310 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $8,800 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,559 | $53,053-36.7% | $126,539-73.5% | $74,304-54.8% |
| Participation rate | 70.9% | 48.0%+22.9pp | 69.8%+1.1pp | 60.3%+10.6pp |
| Annual return | 19.73% | 29.46%-9.7pp | 425.95%-406.2pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,261 | $1,168+8.0% | $3,674-65.7% | $2,241-43.8% |
| Participant deferral / active EE | $3,041 | $2,303+32.1% | $4,083-25.5% | $3,767-19.3% |
| Admin fee / account holder | $155 | $3,698-95.8% | $6,065-97.4% | $2,969-94.8% |