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 |
|---|---|---|
NATIONS FINANCIAL GROUP INC2 years Service code 55 3925 FOUNTAINS DR NE STE 200 · CEDAR RAPIDS, IA 52411 | Other Commissions | $148,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,267 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,921 | $50,815+43.5% | $155,509-53.1% | $77,643-6.1% |
| Participation rate | 96.1% | 63.1%+33.0pp | 78.2%+17.9pp | 70.6%+25.5pp |
| Annual return | 14.71% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,615 | $1,993+31.2% | $4,672-44.0% | $2,726-4.1% |
| Participant deferral / active EE | $3,511 | $2,822+24.4% | $5,626-37.6% | $4,647-24.5% |
| Admin fee / account holder | $42 | $437-90.4% | $15,912-99.7% | $430-90.2% |