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 |
|---|---|---|
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY WEALTH MANAGEMENT LLC Service code 27 1000 WESTLAKES DR STE 275 · BERWYN, PA 19312 | Advisory (Plan) | $33,884 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,913 | $101,317+9.5% | $146,958-24.5% | $74,495+48.9% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 22.92% | 8730.91%-8708.0pp | 418.34%-395.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $5,871 | $3,810+54.1% | $4,933+19.0% | $2,623+123.8% |
| Participant deferral / active EE | $18,514 | $7,303+153.5% | $8,070+129.4% | $4,346+326.0% |
| Admin fee / account holder | $223 | $1,739-87.2% | $12,998-98.3% | $1,942-88.5% |