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 | $50,796 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 | Contract Administrator | $11,212 |
Service code 13 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $7,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,416 | $86,944-39.7% | $107,525-51.3% | $74,304-29.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 22.54% | 23.52%-1.0pp | 181.32%-158.8pp | 29.43%-6.9pp |
| Employer contribution / active EE | $5,865 | $2,757+112.7% | $3,754+56.3% | $2,241+161.7% |
| Participant deferral / active EE | $7,163 | $3,554+101.5% | $5,116+40.0% | $3,767+90.1% |
| Admin fee / account holder | $139 | $3,727-96.3% | $8,919-98.4% | $2,969-95.3% |