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 | $25,893 |
Filed as: COMMONWEALTH Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $10,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES, INC. Service code 13 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $8,875 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,512 | $84,556-45.0% | $116,228-60.0% | $74,304-37.4% |
| Participation rate | 85.9% | 66.0%+19.8pp | 74.6%+11.3pp | 60.3%+25.5pp |
| Annual return | 18.04% | 18.35%-0.3pp | 90.06%-72.0pp | 29.43%-11.4pp |
| Employer contribution / active EE | $988 | $2,168-54.4% | $2,994-67.0% | $2,241-55.9% |
| Participant deferral / active EE | $2,390 | $3,814-37.3% | $4,953-51.7% | $3,767-36.6% |
| Admin fee / account holder | $252 | $3,792-93.4% | $11,989-97.9% | $2,969-91.5% |