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 FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $26,661 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,681 | $48,750+1.9% | $88,946-44.1% | $74,304-33.1% |
| Participation rate | 87.3% | 44.5%+42.9pp | 68.8%+18.5pp | 60.3%+27.0pp |
| Annual return | 15.49% | 25.91%-10.4pp | 57.82%-42.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,315 | $1,255+84.4% | $2,555-9.4% | $2,241+3.3% |
| Participant deferral / active EE | $4,133 | $2,423+70.6% | $4,581-9.8% | $3,767+9.7% |
| Admin fee / account holder | $210 | $3,756-94.4% | $8,261-97.5% | $2,969-92.9% |