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 |
|---|---|---|
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,445 | $216,711-75.8% | $136,749-61.6% | $85,563-38.7% |
| Participation rate | 95.3% | 51.7%+43.6pp | 72.1%+23.2pp | 66.0%+29.3pp |
| Annual return | 19.68% | 15.26%+4.4pp | 24.33%-4.6pp | 31.51%-11.8pp |
| Employer contribution / active EE | $2,587 | $1,660+55.9% | $3,400-23.9% | $2,654-2.5% |
| Participant deferral / active EE | $4,918 | $2,635+86.7% | $4,692+4.8% | $4,375+12.4% |
| Admin fee / account holder | $163 | $1,223-86.7% | $11,386-98.6% | $834-80.5% |