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 |
|---|---|---|
WEDBUSH SECURITIES INC.5 years Filed as: WEDBUSH SECURITIES INC Service code 27 1000 WILSHIRE BLVD STE 855 · LOS ANGELES, CA 900171774 | Advisory (Plan) | $60,239 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,091 | $119,446-15.4% | $150,045-32.6% | $85,563+18.1% |
| Participation rate | 70.8% | 75.4%-4.6pp | 82.3%-11.5pp | 66.0%+4.9pp |
| Annual return | 16.64% | 23.72%-7.1pp | 62.55%-45.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $2,347 | $4,078-42.4% | $4,693-50.0% | $2,654-11.5% |
| Participant deferral / active EE | $7,990 | $7,985+0.1% | $7,997-0.1% | $4,375+82.6% |
| Admin fee / account holder | $388 | $548-29.1% | $13,435-97.1% | $834-53.5% |