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 INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $46,178 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INVESTMENT ADVISORS Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $33,989 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC. DBA FUTUREP Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,417 | $50,982+4.8% | $154,803-65.5% | $85,563-37.6% |
| Participation rate | 95.3% | 59.8%+35.5pp | 78.1%+17.2pp | 66.0%+29.3pp |
| Annual return | 15.74% | 30.35%-14.6pp | 58.88%-43.1pp | 31.51%-15.8pp |
| Employer contribution / active EE | $2,112 | $1,708+23.6% | $4,305-51.0% | $2,654-20.4% |
| Participant deferral / active EE | $3,285 | $2,474+32.8% | $5,540-40.7% | $4,375-24.9% |
| Admin fee / account holder | $260 | $846-69.3% | $14,329-98.2% | $834-68.8% |