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 |
|---|---|---|
Service code 10 108 LA GRANGE AVE · LA PLATA, MD 20646 | Accounting | $7,775 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,225 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL MID-ATLANTIC, INC Service code 99 170 JENNIFER RD, STE 200 · ANNAPOLIS, MD 21401 | Other Fees | $233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,879 | $91,407+4.9% | $135,903-29.5% | $71,457+34.2% |
| Participation rate | 92.0% | 75.7%+16.3pp | 81.9%+10.1pp | 67.9%+24.0pp |
| Annual return | 21.53% | 29.90%-8.4pp | 68.23%-46.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,186 | $3,703-68.0% | $4,856-75.6% | $2,588-54.2% |
| Participant deferral / active EE | $7,213 | $7,092+1.7% | $7,758-7.0% | $4,289+68.2% |
| Admin fee / account holder | $139 | $1,266-89.0% | $10,762-98.7% | $1,587-91.3% |