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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,177 |
APW CAPITAL INC5 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $11,851 |
Service code 13 | Contract Administrator | $5,169 |
Filed as: PINANCLE FINANCIAL SERVICES INC. Service code 13 121 MONMOUTH ST · RED BANK, NJ 07701 | Contract Administrator | $3,376 |
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 | $29,675 | $65,061-54.4% | $143,757-79.4% | $66,914-55.7% |
| Participation rate | 93.8% | 65.2%+28.6pp | 80.3%+13.5pp | 69.8%+24.0pp |
| Annual return | -18.50% | -11.14%-7.4pp | -0.04%-18.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,312 | $2,361-44.4% | $4,951-73.5% | $2,544-48.4% |
| Participant deferral / active EE | $1,969 | $2,919-32.5% | $5,637-65.1% | $4,237-53.5% |
| Admin fee / account holder | $230 | $502-54.3% | $14,673-98.4% | $593-61.3% |