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 9-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,310 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $40,170 |
PASI, LLC7+ years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $2,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,793 | $91,407-0.7% | $135,903-33.2% | $71,457+27.1% |
| Participation rate | 81.2% | 75.7%+5.5pp | 81.9%-0.7pp | 67.9%+13.3pp |
| Annual return | 17.99% | 29.90%-11.9pp | 68.23%-50.2pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,740 | $3,703-26.0% | $4,856-43.6% | $2,588+5.9% |
| Participant deferral / active EE | $5,978 | $7,092-15.7% | $7,758-22.9% | $4,289+39.4% |
| Admin fee / account holder | $236 | $1,266-81.4% | $10,762-97.8% | $1,587-85.1% |