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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $13,933 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,372 |
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 | $43,494 | $44,960-3.3% | $84,966-48.8% | $74,495-41.6% |
| Participation rate | 80.5% | 49.4%+31.1pp | 67.5%+13.0pp | 67.2%+13.3pp |
| Annual return | 10.50% | 26.24%-15.7pp | 66.38%-55.9pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,437 | $1,457+67.2% | $2,727-10.7% | $2,623-7.1% |
| Participant deferral / active EE | $3,540 | $2,731+29.6% | $4,519-21.7% | $4,346-18.5% |
| Admin fee / account holder | $111 | $2,209-95.0% | $6,149-98.2% | $1,942-94.3% |