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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,834 | $108,549-30.1% | $156,263-51.5% | $85,563-11.4% |
| Participation rate | 87.1% | 77.1%+10.0pp | 78.9%+8.2pp | 66.0%+21.1pp |
| Annual return | 20.80% | 21.79%-1.0pp | 59.47%-38.7pp | 31.51%-10.7pp |
| Employer contribution / active EE | $1,989 | $2,690-26.1% | $4,333-54.1% | $2,654-25.1% |
| Participant deferral / active EE | $2,399 | $4,800-50.0% | $6,158-61.0% | $4,375-45.2% |
| Admin fee / account holder | $299 | $650-54.0% | $14,255-97.9% | $834-64.2% |