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 Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $8,102 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,556 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $372 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,920 | $55,371+58.8% | $95,585-8.0% | $74,304+18.3% |
| Participation rate | 78.6% | 53.8%+24.8pp | 72.1%+6.6pp | 60.3%+18.3pp |
| Annual return | 11.05% | 24.26%-13.2pp | 38.56%-27.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $553 | $1,437-61.5% | $2,527-78.1% | $2,241-75.3% |
| Participant deferral / active EE | $1,972 | $2,955-33.3% | $4,023-51.0% | $3,767-47.7% |
| Admin fee / account holder | $89 | $2,620-96.6% | $6,127-98.5% | $2,969-97.0% |