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.
| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC1+ years Service code 27 65 MADISON AVE SUITE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $40,926 |
ECONOMIC GROUP PENSION SERVICES1+ years Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE STE 500 · MOBILE, AL 36609 | Contract Administrator | $4,630 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,614 | $131,799-41.1% | $200,582-61.3% | $85,563-9.3% |
| Participation rate | 76.5% | 87.9%-11.4pp | 86.9%-10.4pp | 66.0%+10.5pp |
| Annual return | 29.64% | 21.59%+8.0pp | 42.33%-12.7pp | 31.51%-1.9pp |
| Employer contribution / active EE | $4,985 | $4,532+10.0% | $6,419-22.3% | $2,654+87.9% |
| Participant deferral / active EE | $11,088 | $7,702+44.0% | $9,331+18.8% | $4,375+153.4% |
| Admin fee / account holder | $16 | $235-93.0% | $16,305-99.9% | $834-98.0% |