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 5-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: WOODBURY FINANCIAL SERVICES, INC Service code 27 5665 PLAZA DRIVE SUITE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $26,055 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $19,596 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,008 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,995 | $95,274-53.8% | $135,903-67.6% | $74,419-40.9% |
| Participation rate | 98.6% | 78.2%+20.5pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 27.88% | 32.77%-4.9pp | 68.23%-40.3pp | 34.38%-6.5pp |
| Employer contribution / active EE | $3,802 | $3,874-1.9% | $4,856-21.7% | $2,637+44.2% |
| Participant deferral / active EE | $6,655 | $7,782-14.5% | $7,758-14.2% | $4,528+47.0% |
| Admin fee / account holder | $49 | $266-81.4% | $10,762-99.5% | $348-85.8% |