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 |
|---|---|---|
BLACK & PINCKARD LLC1 year Filed as: BLACK DIAMOND FINANCIAL, LLC Service code 27 24 JOERG AVE. · NUTLEY, NJ 07110 | Advisory (Plan) | $22,594 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,105 |
WATKINS ROSS9 years Service code 13 · EIN 38-1477362 200 OTTAWA AVE NW · GRAND RAPIDS, MI 49503 | Contract Administrator | $14,437 |
Service code 27 640 5TH AVE · NEW YORK, NY 10019 | Advisory (Plan) | $5,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,269 |
US BANK1 year Filed as: UNIVERSITY BANCORP, INC. Service code 99 2015 WASHTENAW AVE. · ANN ARBOR, MI 48104 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,251 | $129,021-58.0% | $184,203-70.5% | $77,643-30.1% |
| Participation rate | 86.6% | 87.3%-0.7pp | 86.8%-0.2pp | 70.6%+16.1pp |
| Annual return | 13.10% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,434 | $4,413-22.2% | $6,427-46.6% | $2,726+26.0% |
| Participant deferral / active EE | $5,174 | $7,297-29.1% | $9,131-43.3% | $4,647+11.3% |
| Admin fee / account holder | $240 | $254-5.4% | $13,901-98.3% | $430-44.2% |