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 |
|---|---|---|
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 13 · EIN 20-0223513 | Contract Administrator | $4,004 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 · EIN 84-1233483 | Recordkeeping Fees | $940 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1233483 | Investment Management | $92 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,327 | $65,435-23.1% | $86,677-41.9% | $66,914-24.8% |
| Participation rate | 79.8% | 75.5%+4.4pp | 76.6%+3.2pp | 69.8%+10.0pp |
| Annual return | -17.24% | -10.89%-6.4pp | 35.91%-53.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,285 | $2,153-40.3% | $2,836-54.7% | $2,544-49.5% |
| Participant deferral / active EE | $4,317 | $4,100+5.3% | $4,656-7.3% | $4,237+1.9% |
| Admin fee / account holder | $38 | $642-94.1% | $7,493-99.5% | $593-93.6% |