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 |
|---|---|---|
PBMARES, LLP2 years Service code 13 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Contract Administrator | $25,932 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 80111 | Advisory (Plan) | $19,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $505 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,021 | $61,272-75.5% | $149,673-90.0% | $71,457-79.0% |
| Participation rate | 85.4% | 62.5%+22.9pp | 78.8%+6.7pp | 67.9%+17.5pp |
| Annual return | 18.53% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,404 | $2,378+43.1% | $4,818-29.3% | $2,588+31.6% |
| Participant deferral / active EE | $3,172 | $2,917+8.7% | $5,680-44.1% | $4,289-26.0% |
| Admin fee / account holder | $147 | $1,261-88.3% | $13,210-98.9% | $1,587-90.7% |