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 |
|---|---|---|
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $26,667 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $15,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,259 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,859 | $79,171-21.9% | $102,423-39.6% | $74,495-17.0% |
| Participation rate | 90.4% | 74.8%+15.6pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 14.19% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,163 | $2,362-50.8% | $3,023-61.5% | $2,623-55.7% |
| Participant deferral / active EE | $4,280 | $4,415-3.1% | $5,053-15.3% | $4,346-1.5% |
| Admin fee / account holder | $216 | $2,001-89.2% | $9,451-97.7% | $1,942-88.9% |