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 3-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 | $8,934 |
Filed as: COLTON GROOME FINANCIAL ADVISORS LL Service code 27 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $8,134 |
MUTUAL OF AMERICA SEC. CORP LLC2+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,244 | $61,272-70.2% | $149,673-87.8% | $71,457-74.5% |
| Participation rate | 90.4% | 62.5%+27.9pp | 78.8%+11.7pp | 67.9%+22.5pp |
| Annual return | 22.42% | 35.85%-13.4pp | 134.42%-112.0pp | 28.85%-6.4pp |
| Employer contribution / active EE | $2,157 | $2,378-9.3% | $4,818-55.2% | $2,588-16.6% |
| Participant deferral / active EE | $3,043 | $2,917+4.3% | $5,680-46.4% | $4,289-29.1% |
| Admin fee / account holder | $143 | $1,261-88.7% | $13,210-98.9% | $1,587-91.0% |