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 |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 99 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Other Fees | $48,500 |
PATRICK & BUZARELLOS1 year Filed as: PATRICK BUZARELLOS KENDRICK LLP Service code 10 1900 POINT WEST WAY STE 102 · SACRAMENTO, CA 95815 | Accounting | $11,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,133 | $106,028+90.6% | $146,958+37.5% | $77,643+160.3% |
| Participation rate | 88.8% | 78.4%+10.5pp | 82.2%+6.7pp | 70.6%+18.3pp |
| Annual return | 14.83% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $5,029 | $4,063+23.8% | $4,933+1.9% | $2,726+84.5% |
| Participant deferral / active EE | $11,426 | $7,990+43.0% | $8,070+41.6% | $4,647+145.9% |
| Admin fee / account holder | $148 | $337-56.1% | $12,998-98.9% | $430-65.6% |