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: PRINCIPAL SECURITIES INC Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $17,354 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,815 |
Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Contract Administrator | $2,605 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,110 | $81,248-28.5% | $155,509-62.6% | $80,856-28.1% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 12.26% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,317 | $3,100+39.2% | $4,672-7.6% | $2,755+56.7% |
| Participant deferral / active EE | $3,248 | $3,452-5.9% | $5,626-42.3% | $4,296-24.4% |
| Admin fee / account holder | $251 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |