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 |
|---|---|---|
RMI INSURANCE SERVICES INC.4+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $30,274 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,485 |
Service code 13 620 WEST FOOTHILL BLVD. · MONROVIA, CA 91016 | Contract Administrator | $300 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,161 | $47,922+94.4% | $75,886+22.8% | $65,185+42.9% |
| Participation rate | 98.1% | 63.0%+35.1pp | 69.3%+28.8pp | 70.2%+27.9pp |
| Annual return | 3.26% | 24.12%-20.9pp | 30.76%-27.5pp | 29.38%-26.1pp |
| Employer contribution / active EE | $4,854 | $1,557+211.7% | $2,500+94.1% | $2,177+123.0% |
| Participant deferral / active EE | $2,745 | $2,550+7.7% | $3,603-23.8% | $3,514-21.9% |
| Admin fee / account holder | $73 | $532-86.2% | $5,418-98.6% | $847-91.3% |