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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,634 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,430 |
WITHUMSMITH+BROWN, PC3 years Filed as: PATTILLO, BROWN & HILL LLP Service code 13 · EIN 74-1130599 | Contract Administrator | $2,100 |
Filed as: EMPOWER ANNUITY INSURANCE GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,879 | $76,050-13.4% | $96,544-31.8% | $71,457-7.8% |
| Participation rate | 91.9% | 74.4%+17.5pp | 76.0%+15.9pp | 67.9%+24.0pp |
| Annual return | 16.70% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,869 | $2,244-16.7% | $2,965-37.0% | $2,588-27.8% |
| Participant deferral / active EE | $2,255 | $4,215-46.5% | $4,851-53.5% | $4,289-47.4% |
| Admin fee / account holder | $277 | $2,707-89.8% | $8,252-96.6% | $1,587-82.5% |