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 |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $42,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,825 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,052 | $88,890-31.3% | $102,423-40.4% | $77,643-21.4% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.9pp |
| Annual return | 12.37% | 24.98%-12.6pp | 29.32%-17.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,837 | $2,698-31.9% | $3,023-39.2% | $2,726-32.6% |
| Participant deferral / active EE | $4,159 | $5,145-19.2% | $5,053-17.7% | $4,647-10.5% |
| Admin fee / account holder | $178 | $235-24.5% | $9,451-98.1% | $430-58.7% |