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 7-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: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $34,945 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,016 | $57,651+45.7% | $112,229-25.1% | $71,457+17.6% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 16.10% | 18.32%-2.2pp | 30.20%-14.1pp | 28.85%-12.7pp |
| Employer contribution / active EE | $4,555 | $1,913+138.0% | $3,430+32.8% | $2,588+76.0% |
| Participant deferral / active EE | $6,441 | $2,863+125.0% | $4,798+34.3% | $4,289+50.2% |
| Admin fee / account holder | $219 | $1,581-86.2% | $7,748-97.2% | $1,587-86.2% |