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 | $43,964 |
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $31,722 |
Filed as: THE MANDMARBLESTONE GROUP Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $24,771 |
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 | $50,097 | $56,638-11.5% | $169,368-70.4% | $74,419-32.7% |
| Participation rate | 96.1% | 67.5%+28.6pp | 77.1%+18.9pp | 70.7%+25.3pp |
| Annual return | 11.74% | 24.75%-13.0pp | 405.60%-393.9pp | 34.38%-22.6pp |
| Employer contribution / active EE | $5,288 | $2,027+160.9% | $4,013+31.8% | $2,637+100.5% |
| Participant deferral / active EE | $2,930 | $4,223-30.6% | $6,221-52.9% | $4,528-35.3% |
| Admin fee / account holder | $131 | $307-57.4% | $9,003-98.5% | $348-62.4% |