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 | $48,151 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $45,980 |
PASI, LLC2 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $16,528 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $86 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,935 | $59,417-51.3% | $93,606-69.1% | $74,495-61.2% |
| Participation rate | 99.2% | 59.7%+39.5pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | 16.85% | 81.83%-65.0pp | 133.20%-116.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,694 | $1,264+113.2% | $2,420+11.3% | $2,623+2.7% |
| Participant deferral / active EE | $4,429 | $3,050+45.2% | $4,411+0.4% | $4,346+1.9% |
| Admin fee / account holder | $168 | $3,021-94.4% | $8,285-98.0% | $1,942-91.4% |