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 INC3 years Filed as: SUNBELT SECURITIES Service code 27 2700 POST OAK BLVD STE 1700 · HOUSTON, TX 77056 | Advisory (Plan) | $85,780 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,643 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $185 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,937 | $96,486+80.3% | $153,485+13.3% | $77,643+124.0% |
| Participation rate | 99.6% | 81.6%+17.9pp | 77.1%+22.5pp | 70.6%+29.0pp |
| Annual return | 17.45% | 14.44%+3.0pp | 15.65%+1.8pp | 31.24%-13.8pp |
| Employer contribution / active EE | $10,800 | $5,224+106.7% | $5,039+114.3% | $2,726+296.2% |
| Participant deferral / active EE | $13,069 | $6,609+97.8% | $6,757+93.4% | $4,647+181.2% |
| Admin fee / account holder | $215 | $182+17.6% | $12,724-98.3% | $430-50.1% |