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 7-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 |
|---|---|---|
DELUZIO & COMPANY, LLP1 year Filed as: DELUZIO & COMPANY LLP Service code 10 351 HARVEY AVE STE A · GREENSBURG, PA 15601 | Accounting | $25,280 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,520 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $3,251 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $770 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $542 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,203 | $71,050-71.6% | $93,606-78.4% | $80,856-75.0% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.8pp | 67.6%+29.9pp |
| Annual return | 10.87% | 11.26%-0.4pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,210 | $1,564+105.3% | $2,420+32.7% | $2,755+16.5% |
| Participant deferral / active EE | $2,869 | $4,034-28.9% | $4,411-35.0% | $4,296-33.2% |
| Admin fee / account holder | $238 | $6,945-96.6% | $8,285-97.1% | $6,918-96.6% |