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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $231,422 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 99 · EIN 04-3638035 20 GLOVER AVE · NORWALK, CT 06820 | Other Fees | $79,236 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,632 |
EIDE BAILLY LLP10+ years Service code 10 · EIN 45-0250958 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $13,125 |
DAVID ROMANO1 year Filed as: DAVID W LARSEN DBA LARSEN LAW PLLC Service code 27 24551 BENHAVEN LN · MIDDLETON, ID 83644 | Advisory (Plan) | $3,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,960 | $122,186+9.6% | $146,958-8.8% | $199,593-32.9% |
| Participation rate | 96.6% | 78.3%+18.3pp | 82.2%+14.5pp | 72.0%+24.7pp |
| Annual return | 15.57% | 30.56%-15.0pp | 418.34%-402.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,597 | $4,093+12.3% | $4,933-6.8% | $3,034+51.5% |
| Participant deferral / active EE | $9,786 | $8,502+15.1% | $8,070+21.3% | $5,087+92.4% |
| Admin fee / account holder | $145 | $179-19.1% | $12,998-98.9% | $269-46.2% |