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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $22,446 |
MMA SECURITIES LLC1 year Filed as: MARSH INSURANCE & INVESTMENTS LLC D Service code 27 PO BOX 26945 · NEW YORK, NY 10087 | Advisory (Plan) | $8,901 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,301 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,377 | $49,915-23.1% | $154,803-75.2% | $74,304-48.4% |
| Participation rate | 93.8% | 54.0%+39.9pp | 78.1%+15.8pp | 60.3%+33.5pp |
| Annual return | 14.48% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $572 | $1,611-64.5% | $4,305-86.7% | $2,241-74.5% |
| Participant deferral / active EE | $4,045 | $2,255+79.4% | $5,540-27.0% | $3,767+7.4% |
| Admin fee / account holder | $214 | $2,189-90.2% | $14,329-98.5% | $2,969-92.8% |