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: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,298 |
AFG FIDUCIARY SERVICES LP3+ years Filed as: AFG, LLC Service code 27 7545 IRVINE CENTER DR STE 200 · IRVINE, CA 92618 | Advisory (Plan) | $12,640 |
Filed as: DOUGLAS M. SMITH & COMPANY Service code 10 2767 E SHAW AVE #102 · FRESNO, CA 93710 | Accounting | $5,400 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,767 |
Filed as: OMEGA INVESTMENT MANAGEMENT Service code 27 1255 TREAT BLVD STE 300 · WALNUT CREEK, CA 94597 | Advisory (Plan) | $3,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,530 | $55,453-34.1% | $170,442-78.6% | $62,292-41.4% |
| Participation rate | 97.6% | 66.4%+31.3pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 14.68% | 21.38%-6.7pp | 205.93%-191.3pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,685 | $2,164+24.1% | $5,433-50.6% | $2,042+31.5% |
| Participant deferral / active EE | $1,787 | $2,303-22.4% | $4,939-63.8% | $3,169-43.6% |
| Admin fee / account holder | $232 | $455-49.1% | $13,880-98.3% | $479-51.7% |