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 ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,088 |
DA DAVIDSON & CO2 years Filed as: DA DAVIDSON & COMPANY Service code 55 8TH 3RD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $35,647 |
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 | $32,886 | $47,126-30.2% | $149,673-78.0% | $74,419-55.8% |
| Participation rate | 77.3% | 63.4%+13.9pp | 78.8%-1.4pp | 70.7%+6.6pp |
| Annual return | 15.77% | 22.75%-7.0pp | 134.42%-118.7pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,785 | $1,905-6.3% | $4,818-63.0% | $2,637-32.3% |
| Participant deferral / active EE | $2,865 | $2,728+5.0% | $5,680-49.6% | $4,528-36.7% |
| Admin fee / account holder | $184 | $343-46.2% | $13,210-98.6% | $348-47.0% |