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 |
|---|---|---|
TRENDZ ADVISORS, INC.2 years Filed as: TRENDZ ADVISORS INC Service code 27 5908 TOOLE DRIVE, SUITE A · KNOXVILLE, TN 37919 | Advisory (Plan) | $38,752 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,808 |
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 | $56,558 | $89,436-36.8% | $164,813-65.7% | $77,643-27.2% |
| Participation rate | 70.7% | 78.6%-8.0pp | 78.6%-7.9pp | 70.6%+0.1pp |
| Annual return | 10.35% | 28.83%-18.5pp | 69.93%-59.6pp | 31.24%-20.9pp |
| Employer contribution / active EE | $1,487 | $2,569-42.1% | $4,341-65.7% | $2,726-45.5% |
| Participant deferral / active EE | $3,762 | $4,897-23.2% | $6,031-37.6% | $4,647-19.1% |
| Admin fee / account holder | $246 | $339-27.5% | $12,690-98.1% | $430-42.8% |