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 55 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $30,666 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $9,297 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,744 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,066 | $155,795-61.4% | $136,294-55.9% | $69,631-13.7% |
| Participation rate | 82.7% | 75.2%+7.4pp | 81.9%+0.7pp | 70.7%+12.0pp |
| Annual return | 28.39% | 232464.33%-232435.9pp | 5155.94%-5127.5pp | 27571.02%-27542.6pp |
| Employer contribution / active EE | $1,469 | $2,991-50.9% | $4,695-68.7% | $2,032-27.7% |
| Participant deferral / active EE | $5,091 | $5,394-5.6% | $6,247-18.5% | $3,224+57.9% |
| Admin fee / account holder | $21 | $128-83.7% | $9,243-99.8% | $110-81.1% |