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 INC4+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $16,428 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,223 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $570 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $295 |
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 | $57,271 | $59,186-3.2% | $76,768-25.4% | $56,287+1.7% |
| Participation rate | 86.5% | 75.2%+11.3pp | 77.0%+9.5pp | 69.9%+16.6pp |
| Annual return | -5.23% | 6.62%-11.8pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $467 | $1,759-73.5% | $2,485-81.2% | $2,111-77.9% |
| Participant deferral / active EE | $3,156 | $3,255-3.0% | $3,852-18.1% | $3,350-5.8% |
| Admin fee / account holder | $16 | $489-96.8% | $6,675-99.8% | $521-97.0% |