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 5-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 O Service code 10 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $45,589 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,724 |
CARVER FLOREK & JAMES CPA'S4+ years Service code 10 · EIN 52-2408237 | Accounting | $10,400 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,388 | $40,385+52.0% | $80,569-23.8% | $74,419-17.5% |
| Participation rate | 99.0% | 47.4%+51.6pp | 67.0%+32.0pp | 70.7%+28.3pp |
| Annual return | 17.61% | 164.85%-147.2pp | 935.43%-917.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,483 | $1,496+132.8% | $2,723+27.9% | $2,637+32.0% |
| Participant deferral / active EE | $5,184 | $2,674+93.8% | $4,447+16.6% | $4,528+14.5% |
| Admin fee / account holder | $117 | $720-83.8% | $5,377-97.8% | $348-66.4% |