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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $98,494 |
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $64,015 |
Filed as: JCCS PC Service code 13 | Contract Administrator | $10,000 |
Filed as: JCCS, PC Service code 13 · EIN 81-0348775 501 PARK DR SOUTH · GREAT FALLS, MT 59405 | Contract Administrator | $4,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,309 | $76,670-1.8% | $96,683-22.1% | $71,457+5.4% |
| Participation rate | 97.6% | 66.6%+31.1pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | 16.94% | 48.29%-31.3pp | 35.69%-18.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $7,671 | $3,031+153.1% | $3,737+105.3% | $2,588+196.5% |
| Participant deferral / active EE | $4,725 | $3,771+25.3% | $4,878-3.1% | $4,289+10.2% |
| Admin fee / account holder | $154 | $2,028-92.4% | $6,730-97.7% | $1,587-90.3% |