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 50 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $40,549 |
Filed as: SEIU NATIONAL INDUSTRY PENSION FUND Service code 13 · EIN 52-6148540 1800 MASSACHUSETTS AVE NW SUITE 301 · WASHINGTON, DC 20036 | Contract Administrator | $13,888 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 W · BETHESDA, MD 20814 | Accounting | $11,300 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES INC Service code 27 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $10,000 |
Service code 13 · EIN 36-0852885 1800 MASSACHUSETTS AVE., NW, 301 · WASHINGTON, DC 20036 | Contract Administrator | $9,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,065 | $57,380+187.7% | $71,209+131.8% | - |
| Participation rate | 90.8% | 61.9%+28.9pp | 73.8%+17.0pp | - |
| Annual return | 13.00% | 13.03%0pp | 282.51%-269.5pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $2,721-100.0% | - |
| Participant deferral / active EE | $10,266 | $3,790+170.9% | $4,175+145.9% | - |
| Admin fee / account holder | $232 | $2,851-91.9% | $5,349-95.7% | - |