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 | $46,464-33.2% | $150,298-79.4% | $79,634-61.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 9.37% | 27.89%-18.5pp | 62.79%-53.4pp | 36.46%-27.1pp |
| Employer contribution / active EE | $3,324 | $1,512+119.9% | $4,154-20.0% | $2,529+31.4% |
| Participant deferral / active EE | $1,480 | $2,157-31.4% | $5,453-72.8% | $3,835-61.4% |
| Admin fee / account holder | $172 | $891-80.7% | $14,116-98.8% | $1,002-82.8% |