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 |
|---|---|---|
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $13,430 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,649 | $57,541+43.6% | $95,745-13.7% | $75,163+10.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.98% | 34.93%-20.9pp | 28.35%-14.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $863 | $1,808-52.3% | $2,835-69.6% | $2,670-67.7% |
| Participant deferral / active EE | $2,778 | $3,074-9.6% | $4,245-34.5% | $4,125-32.6% |
| Admin fee / account holder | $108 | $4,099-97.4% | $5,678-98.1% | $5,651-98.1% |