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 PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD. BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $54,900 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $22,813 |
STALKER & ASSOCIATES, INC.4 years Service code 13 · EIN 23-2756743 301 S. STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $12,649 |
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 | $50,621 | $82,202-38.4% | $125,339-59.6% | $64,808-21.9% |
| Participation rate | 78.6% | 77.9%+0.7pp | 82.4%-3.8pp | 71.5%+7.1pp |
| Annual return | -19.03% | 3.48%-22.5pp | 572.05%-591.1pp | 32.82%-51.9pp |
| Employer contribution / active EE | $3,022 | $3,615-16.4% | $4,814-37.2% | $2,506+20.6% |
| Participant deferral / active EE | $6,161 | $7,175-14.1% | $7,446-17.3% | $4,310+42.9% |
| Admin fee / account holder | $242 | $163+48.2% | $10,010-97.6% | $188+28.8% |