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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 33 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Securities brokerage | $153,563 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,216 |
Filed as: HUB INTERNATIONAL MID-ATLANTIC, INC Service code 99 170 JENNIFER RD, STE 200 · ANNAPOLIS, MD 21401 | Other Fees | $216 |
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 | $83,925 | $84,487-0.7% | $125,339-33.0% | $66,914+25.4% |
| Participation rate | 90.8% | 76.4%+14.4pp | 82.4%+8.5pp | 69.8%+21.0pp |
| Annual return | -20.04% | -8.39%-11.6pp | 572.05%-592.1pp | 1.58%-21.6pp |
| Employer contribution / active EE | $2,043 | $3,553-42.5% | $4,814-57.6% | $2,544-19.7% |
| Participant deferral / active EE | $7,483 | $6,781+10.4% | $7,446+0.5% | $4,237+76.6% |
| Admin fee / account holder | $142 | $685-79.3% | $10,010-98.6% | $593-76.1% |