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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,136 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $34,033 |
BUCK GLOBAL, LLC1 year Filed as: BUCK WEALTH STRATEGIES LLC Service code 27 4600 S SYRACUSE ST STE 650 · DENVER, CO 80237 | Advisory (Plan) | $5,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,834 | $116,081-34.7% | $156,181-51.4% | $79,634-4.8% |
| Participation rate | 87.1% | 75.6%+11.5pp | 78.8%+8.2pp | 62.5%+24.6pp |
| Annual return | 20.80% | 15.89%+4.9pp | 64.87%-44.1pp | 36.46%-15.7pp |
| Employer contribution / active EE | $1,989 | $2,828-29.7% | $4,294-53.7% | $2,529-21.4% |
| Participant deferral / active EE | $2,399 | $4,584-47.7% | $6,132-60.9% | $3,835-37.4% |
| Admin fee / account holder | $299 | $854-65.0% | $14,586-98.0% | $1,002-70.2% |