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 |
|---|---|---|
WEALTHPLAN ADVISORS LLC6 years Service code 27 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $29,786 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,117 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,561 | $84,487-9.4% | $125,339-38.9% | $66,914+14.4% |
| Participation rate | 96.9% | 76.4%+20.5pp | 82.4%+14.5pp | 69.8%+27.1pp |
| Annual return | -16.00% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,126 | $3,553-12.0% | $4,814-35.1% | $2,544+22.9% |
| Participant deferral / active EE | $7,087 | $6,781+4.5% | $7,446-4.8% | $4,237+67.3% |
| Admin fee / account holder | $160 | $685-76.6% | $10,010-98.4% | $593-73.0% |