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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,666 |
Filed as: COMMONWEALTH EQUITY Service code 27 SERVICES LLC DBA COMMONWEALTH · WALTHAM, MA 02451 | Advisory (Plan) | $22,329 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,577 | $87,870-29.9% | $113,168-45.6% | $74,304-17.1% |
| Participation rate | 82.7% | 70.7%+11.9pp | 76.6%+6.1pp | 60.3%+22.3pp |
| Annual return | 18.57% | 26.44%-7.9pp | 24.27%-5.7pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,474 | $2,277+8.7% | $2,975-16.8% | $2,241+10.4% |
| Participant deferral / active EE | $4,588 | $4,241+8.2% | $5,107-10.2% | $3,767+21.8% |
| Admin fee / account holder | $202 | $3,368-94.0% | $12,068-98.3% | $2,969-93.2% |