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.4 years Filed as: WEDBUSH SECURITIES INC Service code 27 1000 WILSHIRE BLVD STE 855 · LOS ANGELES, CA 900171774 | Advisory (Plan) | $48,979 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,179 |
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 | $65,090 | $101,499-35.9% | $147,005-55.7% | $74,546-12.7% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 11.90% | 8732.34%-8720.4pp | 418.76%-406.9pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $3,167 | $3,811-16.9% | $4,934-35.8% | $2,624+20.7% |
| Participant deferral / active EE | $10,517 | $7,304+44.0% | $8,070+30.3% | $4,347+141.9% |
| Admin fee / account holder | $250 | $1,748-85.7% | $13,006-98.1% | $1,944-87.2% |