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 6-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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,486 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $11,185 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,885 | $82,664-34.8% | $125,339-57.0% | $68,494-21.3% |
| Participation rate | 99.0% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.1pp |
| Annual return | -15.70% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $10,033 | $3,381+196.7% | $4,814+108.4% | $2,596+286.4% |
| Participant deferral / active EE | $23,627 | $6,110+286.7% | $7,446+217.3% | $4,027+486.7% |
| Admin fee / account holder | $237 | $6,275-96.2% | $10,010-97.6% | $5,403-95.6% |