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: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $65,527 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $47,540 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $26,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,567 | $89,436+2.4% | $164,813-44.4% | $77,643+17.9% |
| Participation rate | 80.7% | 78.6%+2.1pp | 78.6%+2.1pp | 70.6%+10.2pp |
| Annual return | 12.94% | 28.83%-15.9pp | 69.93%-57.0pp | 31.24%-18.3pp |
| Employer contribution / active EE | $3,558 | $2,569+38.5% | $4,341-18.0% | $2,726+30.5% |
| Participant deferral / active EE | $3,204 | $4,897-34.6% | $6,031-46.9% | $4,647-31.0% |
| Admin fee / account holder | $235 | $339-30.7% | $12,690-98.1% | $430-45.4% |