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: RETIREMENT PLAN CONCEPTS & SVCS INC Service code 13 10319 DAWSONS CREEK BLVD., STE A · FORT WAYNE, IN 46825 | Contract Administrator | $7,126 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $2,339 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $828 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 WEST WHISPERING WIND DR. ST · PHOENIX, AZ 85085 | Other Fees | $337 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,237 | $102,317-47.0% | $146,958-63.1% | $80,856-32.9% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | -32.85% | 134.76%-167.6pp | 418.34%-451.2pp | 35.59%-68.4pp |
| Employer contribution / active EE | $1,814 | $3,713-51.2% | $4,933-63.2% | $2,755-34.2% |
| Participant deferral / active EE | $7,268 | $6,644+9.4% | $8,070-9.9% | $4,296+69.2% |
| Admin fee / account holder | $41 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |