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 |
|---|---|---|
PEAK RETIREMENT GROUP2 years Filed as: PEAK WEALTH SOLUTIONS INC Service code 27 29225 CHAGRIN BLVD 100 · PEPPERPIKE, OH 44122 | Advisory (Plan) | $28,394 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $61,073 | $101,317-39.7% | $146,958-58.4% | $74,495-18.0% |
| Participation rate | 90.5% | 75.5%+15.0pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 22.23% | 8730.91%-8708.7pp | 418.34%-396.1pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $2,036 | $3,810-46.6% | $4,933-58.7% | $2,623-22.4% |
| Participant deferral / active EE | $5,888 | $7,303-19.4% | $8,070-27.0% | $4,346+35.5% |
| Admin fee / account holder | $128 | $1,739-92.6% | $12,998-99.0% | $1,942-93.4% |