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 |
|---|---|---|
SUNBELT SECURITIES INC1 year Filed as: SUNBELT SECURITIES Service code 27 2700 POST OAK BLVD STE 1700 · HOUSTON, TX 77056 | Advisory (Plan) | $46,451 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $44,165 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,960 | $72,482+97.2% | $129,110+10.7% | $64,808+120.6% |
| Participation rate | 91.7% | 79.2%+12.4pp | 77.3%+14.4pp | 71.5%+20.2pp |
| Annual return | -12.72% | -9.08%-3.6pp | -10.94%-1.8pp | 32.82%-45.5pp |
| Employer contribution / active EE | $10,514 | $4,247+147.5% | $5,052+108.1% | $2,506+319.6% |
| Participant deferral / active EE | $12,431 | $5,679+118.9% | $6,542+90.0% | $4,310+188.4% |
| Admin fee / account holder | $232 | $144+60.7% | $14,302-98.4% | $188+23.4% |