Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,000 |
MCF ADVISORS LLC2 years Service code 27 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Advisory (Plan) | $42,180 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $15,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,193 | $73,397+48.8% | $178,014-38.7% | $74,546+46.5% |
| Participation rate | 98.6% | 66.6%+32.0pp | 77.1%+21.5pp | 67.2%+31.4pp |
| Annual return | 15.80% | 17.49%-1.7pp | 294.80%-279.0pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $8,390 | $2,217+278.4% | $3,950+112.4% | $2,624+219.7% |
| Participant deferral / active EE | $16,294 | $4,512+261.1% | $6,276+159.6% | $4,347+274.8% |
| Admin fee / account holder | $288 | $1,809-84.1% | $10,362-97.2% | $1,944-85.2% |