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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,747 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 | Contract Administrator | $11,465 |
Service code 13 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $2,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,659 | $80,724-41.0% | $103,333-53.9% | $74,495-36.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 22.13% | 27.56%-5.4pp | 24.88%-2.7pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $4,181 | $3,157+32.4% | $3,868+8.1% | $2,623+59.4% |
| Participant deferral / active EE | $5,380 | $3,860+39.4% | $5,057+6.4% | $4,346+23.8% |
| Admin fee / account holder | $131 | $2,368-94.5% | $8,355-98.4% | $1,942-93.2% |