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 |
|---|---|---|
Service code 13 · EIN 66-0708309 | Contract Administrator | $115,437 |
ORIENTAL BANK4 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $32,219 |
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOCIATES INC Service code 55 32-16 BROADWAY STE 2 · FAIR LAWN, NJ 074104600 | Other Commissions | $25,517 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHAD RD · GREENVILLAGE, CO 801115002 | Investment Management | $29 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENVILLAGE, CO 801115002 | Recordkeeping Fees | $0 |
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 | $31,021 | $50,982-39.2% | $154,803-80.0% | $85,563-63.7% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 9.37% | 30.35%-21.0pp | 58.88%-49.5pp | 31.51%-22.1pp |
| Employer contribution / active EE | $3,324 | $1,708+94.6% | $4,305-22.8% | $2,654+25.3% |
| Participant deferral / active EE | $1,480 | $2,474-40.2% | $5,540-73.3% | $4,375-66.2% |
| Admin fee / account holder | $172 | $846-79.7% | $14,329-98.8% | $834-79.4% |