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 TRUST3 years Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $44,819 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,167 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,418 | $98,727-35.8% | $113,168-44.0% | $85,563-25.9% |
| Participation rate | 97.4% | 80.8%+16.6pp | 76.6%+20.9pp | 66.0%+31.5pp |
| Annual return | 14.23% | 17.43%-3.2pp | 24.27%-10.0pp | 31.51%-17.3pp |
| Employer contribution / active EE | $1,900 | $2,907-34.6% | $2,975-36.1% | $2,654-28.4% |
| Participant deferral / active EE | $4,266 | $5,424-21.3% | $5,107-16.5% | $4,375-2.5% |
| Admin fee / account holder | $185 | $357-48.0% | $12,068-98.5% | $834-77.8% |