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 BEAL3+ years Filed as: THOMAS PEARSON Service code 16 12712 MEADOWOOD DR · SILVER SPRING, MD 20904 | Consulting | $9,046 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,285 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,196 | $85,766-41.5% | $136,294-63.2% | $70,131-28.4% |
| Participation rate | 63.5% | 74.2%-10.7pp | 81.9%-18.4pp | 69.5%-6.0pp |
| Annual return | 13.68% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,017 | $2,966-32.0% | $4,695-57.0% | $2,342-13.9% |
| Participant deferral / active EE | $4,346 | $5,051-14.0% | $6,247-30.4% | $3,332+30.4% |
| Admin fee / account holder | $102 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |