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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: REA & ASSOCIATES Service code 13 · EIN 34-1310124 122 4TH ST NW · NEW PHILADELPHA, OH 44663 | Contract Administrator | $6,857 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EACH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,771 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EACH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $581 |
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 | $62,240 | $94,625-34.2% | $116,228-46.4% | $84,808-26.6% |
| Participation rate | 90.3% | 70.4%+19.8pp | 74.6%+15.7pp | 68.3%+22.0pp |
| Annual return | -66.11% | 20.40%-86.5pp | 90.06%-156.2pp | 40.90%-107.0pp |
| Employer contribution / active EE | $1,567 | $2,347-33.2% | $2,994-47.7% | $2,631-40.4% |
| Participant deferral / active EE | $4,783 | $3,972+20.4% | $4,953-3.4% | $4,212+13.6% |
| Admin fee / account holder | $88 | $10,091-99.1% | $11,989-99.3% | $7,344-98.8% |