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 |
|---|---|---|
THOMAS BEAL2+ years Filed as: THOMAS PEARSON Service code 16 12712 MEADOWOOD DR · SILVER SPRING, MD 20904 | Consulting | $11,693 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,599 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,987 | $76,552-43.8% | $123,892-65.3% | $62,891-31.6% |
| Participation rate | 66.2% | 73.0%-6.8pp | 81.4%-15.2pp | 69.3%-3.1pp |
| Annual return | 6.73% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,122 | $2,883-26.4% | $4,617-54.0% | $2,281-7.0% |
| Participant deferral / active EE | $5,044 | $4,840+4.2% | $5,984-15.7% | $3,203+57.5% |
| Admin fee / account holder | $106 | $4,826-97.8% | $8,357-98.7% | $4,296-97.5% |