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: HUB INVESTMENT PARTNERS, LLC Service code 27 900 S CAPITAL OF TEXAS HWY · AUSTIN, TX 78746 | Advisory (Plan) | $33,762 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMER Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,877 |
EMPLOYEE BENEFITS GROUP, LLC3 years Service code 13 · EIN 73-1554797 | Contract Administrator | $7,286 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,967 | $79,171-9.1% | $102,423-29.7% | $74,495-3.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.39% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,749 | $2,362+58.7% | $3,023+24.0% | $2,623+42.9% |
| Participant deferral / active EE | $5,182 | $4,415+17.4% | $5,053+2.6% | $4,346+19.2% |
| Admin fee / account holder | $97 | $2,001-95.2% | $9,451-99.0% | $1,942-95.0% |