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 9-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: SWBC INVESTMENT SERVICES LLC Service code 55 9311 SAN PEDRO · SAN ANTONIO, TX 78216 | Other Commissions | $24,550 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,880 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,921 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,705 | $138,385-74.9% | $184,200-81.2% | $80,874-57.1% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.6%+30.0pp |
| Annual return | 17.66% | 20.02%-2.4pp | 28.80%-11.1pp | 35.62%-18.0pp |
| Employer contribution / active EE | $4,783 | $4,849-1.4% | $6,424-25.5% | $2,756+73.6% |
| Participant deferral / active EE | $5,754 | $7,073-18.6% | $9,132-37.0% | $4,297+33.9% |
| Admin fee / account holder | $128 | $10,483-98.8% | $13,907-99.1% | $6,935-98.2% |