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: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $41,912 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,415 |
NEXUS ADMINISTRATORS, INC.3 years Filed as: NEXUS ADMINSTRATORS, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,949 |
NEXUS ADMINISTRATORS, INC.3 years Service code 13 7647 N. FRESNO STE, STE 102 · FRESNO, CA 93711 | Contract Administrator | $2,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,405 | $64,119+137.7% | $112,228+35.8% | $66,914+127.8% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.1%+11.6pp | 69.8%+16.9pp |
| Annual return | -18.07% | -13.81%-4.3pp | 27.45%-45.5pp | 1.58%-19.7pp |
| Employer contribution / active EE | $11,547 | $3,005+284.2% | $3,635+217.7% | $2,544+353.9% |
| Participant deferral / active EE | $6,964 | $3,693+88.6% | $4,728+47.3% | $4,237+64.4% |
| Admin fee / account holder | $180 | $625-71.2% | $6,410-97.2% | $593-69.7% |