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 | $51,159 |
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $34,247 |
Filed as: THE MANDMARBLESTONE GROUP Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $25,467 |
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 | $49,059 | $62,624-21.7% | $177,989-72.4% | $77,643-36.8% |
| Participation rate | 98.4% | 66.8%+31.5pp | 77.1%+21.3pp | 70.6%+27.8pp |
| Annual return | 8.82% | 16.16%-7.3pp | 294.48%-285.7pp | 31.24%-22.4pp |
| Employer contribution / active EE | $5,261 | $1,909+175.6% | $3,949+33.2% | $2,726+93.0% |
| Participant deferral / active EE | $2,996 | $4,219-29.0% | $6,276-52.3% | $4,647-35.5% |
| Admin fee / account holder | $139 | $386-64.0% | $10,363-98.7% | $430-67.8% |