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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,791 |
Filed as: COMMONWEALTH Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $10,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 13 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $9,225 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,276 | $78,483-51.2% | $106,201-64.0% | $74,546-48.7% |
| Participation rate | 85.4% | 72.8%+12.6pp | 75.3%+10.1pp | 67.2%+18.2pp |
| Annual return | 13.88% | 15.94%-2.1pp | 116.26%-102.4pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $781 | $2,522-69.0% | $3,170-75.4% | $2,624-70.2% |
| Participant deferral / active EE | $2,273 | $4,320-47.4% | $5,012-54.7% | $4,347-47.7% |
| Admin fee / account holder | $219 | $2,236-90.2% | $11,039-98.0% | $1,944-88.7% |