See peer percentile detail. $4.99 for your first month.
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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 CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,198 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $64,628 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,010 |
Filed as: GREGORY J SCHWARTZ & CO Service code 71 · EIN 38-2117812 3707 W. MAPLE RD., 3213 · BLOOMFIELD HILLS, MI 48301 | Brokerage Fees | $18,817 |
MANER COSTERISAN8+ years Service code 10 · EIN 38-2157642 2425 E GRAND RIVER AVE, STE 1 · LANSING, MI 48912 | Accounting | $12,790 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC. Service code 71 · EIN 43-1270780 3400 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Brokerage Fees | $5,471 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $2,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,232 | $82,202+174.0% | $125,339+79.7% | $64,808+247.5% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -14.48% | 3.48%-18.0pp | 572.05%-586.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $11,540 | $3,615+219.2% | $4,814+139.7% | $2,506+360.5% |
| Participant deferral / active EE | $10,156 | $7,175+41.5% | $7,446+36.4% | $4,310+135.6% |
| Admin fee / account holder | $175 | $163+6.9% | $10,010-98.3% | $188-7.0% |