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 ANNUNITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,579 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $6,241 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $2,750 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS, LLC Service code 99 6300 BRIDGE POINT PKWY BLD 1 · AUSTIN, TX 78730 | Other Fees | $659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,782 | $58,208-71.2% | $81,812-79.5% | $80,856-79.2% |
| Participation rate | 77.4% | 63.4%+14.0pp | 72.3%+5.1pp | 67.6%+9.8pp |
| Annual return | 11.82% | 41.66%-29.8pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,601 | $2,340-31.6% | $2,912-45.0% | $2,755-41.9% |
| Participant deferral / active EE | $3,232 | $3,281-1.5% | $4,319-25.2% | $4,296-24.8% |
| Admin fee / account holder | $227 | $4,981-95.4% | $7,386-96.9% | $6,918-96.7% |