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 |
|---|---|---|
US BANCORP INVESTMENTS INC3+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $14,924 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,184 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $660 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,119 | $64,909-8.9% | $82,313-28.2% | $62,292-5.1% |
| Participation rate | 87.2% | 74.9%+12.4pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 17.15% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $438 | $1,676-73.9% | $2,428-82.0% | $2,042-78.6% |
| Participant deferral / active EE | $2,863 | $3,103-7.7% | $3,706-22.7% | $3,169-9.7% |
| Admin fee / account holder | $14 | $440-96.8% | $5,608-99.7% | $479-97.1% |