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 8-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 |
|---|---|---|
HILDE MINKEL & ASSOCIATES2 years Service code 13 3591 SACRAMENTO DRIVE · SAN LUIS OBISPO, CA 93401 | Contract Administrator | $5,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,812 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,797 | $101,499-23.4% | $147,005-47.1% | $74,546+4.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.35% | 8732.34%-8718.0pp | 418.76%-404.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $5,374 | $3,811+41.0% | $4,934+8.9% | $2,624+104.8% |
| Participant deferral / active EE | $7,009 | $7,304-4.0% | $8,070-13.1% | $4,347+61.2% |
| Admin fee / account holder | $115 | $1,748-93.4% | $13,006-99.1% | $1,944-94.1% |