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 7-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,281 |
NWK GROUP, INC.7+ years Service code 27 · EIN 20-2154904 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $32,120 |
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 2700 CAMINO RAMON STE 140 · SAN RAMON, CA 94583 | Accounting | $21,800 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,703 | $100,923+65.2% | $150,045+11.1% | $74,304+124.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.62% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $3,314 | $3,463-4.3% | $4,693-29.4% | $2,241+47.9% |
| Participant deferral / active EE | $17,182 | $6,709+156.1% | $7,997+114.9% | $3,767+356.1% |
| Admin fee / account holder | $285 | $2,767-89.7% | $13,435-97.9% | $2,969-90.4% |