Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
MPWA, INC.1 year Filed as: MPWA INC DBA MESTMAKER & PETREY Service code 27 2000 OAK ST STE 100 · BAKERSFIELD, CA 93301 | Advisory (Plan) | $24,266 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,690 |
FREEDOM FIDUCIARIES LLC2 years Service code 27 250 S 5TH ST STE 680 · BOISE, ID 83702 | Advisory (Plan) | $13,659 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,664 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,445 | $89,241-41.2% | $134,172-60.9% | $79,634-34.1% |
| Participation rate | 95.3% | 47.1%+48.2pp | 72.5%+22.8pp | 62.5%+32.8pp |
| Annual return | 19.68% | 16.69%+3.0pp | 25.30%-5.6pp | 36.46%-16.8pp |
| Employer contribution / active EE | $2,587 | $1,634+58.3% | $3,420-24.3% | $2,529+2.3% |
| Participant deferral / active EE | $4,918 | $2,288+115.0% | $4,690+4.9% | $3,835+28.3% |
| Admin fee / account holder | $163 | $1,359-88.0% | $12,016-98.6% | $1,002-83.8% |