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 |
|---|---|---|
VEERY CAPITAL4 years Service code 27 1 AVENUE OF THE ARTS · WILMINGTON, DE 19801 | Advisory (Plan) | $36,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,127 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,501 |
360 PAYROLL INTEGRATION CORP3 years Service code 99 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Other Fees | $2,700 |
Filed as: ERISA FIDUCIARY SERVICES INC Service code 99 1800 WALT WHITMAN RD STE 110 · MELVILLE, NY 11747 | Other Fees | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,585 | $54,193-38.0% | $93,606-64.1% | $77,643-56.7% |
| Participation rate | 87.5% | 63.9%+23.6pp | 68.7%+18.8pp | 70.6%+16.9pp |
| Annual return | 10.66% | 30.54%-19.9pp | 133.20%-122.5pp | 31.24%-20.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,247 | $3,144+35.1% | $4,411-3.7% | $4,647-8.6% |
| Admin fee / account holder | $190 | $576-67.0% | $8,285-97.7% | $430-55.9% |