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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,675 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,240 |
Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $0 |
Filed as: FIDUCIARY FIRST LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,654 | $82,664+281.9% | $125,339+151.8% | $68,494+360.8% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -17.73% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $15,515 | $3,381+358.9% | $4,814+222.3% | $2,596+497.6% |
| Participant deferral / active EE | $12,644 | $6,110+106.9% | $7,446+69.8% | $4,027+214.0% |
| Admin fee / account holder | $75 | $6,275-98.8% | $10,010-99.3% | $5,403-98.6% |