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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,845 |
Filed as: THE MANDMARBLESTONE GROUP Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $37,384 |
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $33,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,841 | $50,458-9.2% | $159,960-71.3% | $64,808-29.3% |
| Participation rate | 98.6% | 68.0%+30.6pp | 78.0%+20.6pp | 71.5%+27.1pp |
| Annual return | -12.29% | -13.42%+1.1pp | 408.60%-420.9pp | 32.82%-45.1pp |
| Employer contribution / active EE | $5,190 | $1,722+201.4% | $4,226+22.8% | $2,506+107.1% |
| Participant deferral / active EE | $2,678 | $4,004-33.1% | $6,182-56.7% | $4,310-37.9% |
| Admin fee / account holder | $178 | $706-74.9% | $8,698-98.0% | $188-5.5% |