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: ALERA GROUP DBA ALERA INVESTMENT AD Service code 27 THREE PARKWAY N · DEERFIELD, IL 60015 | Advisory (Plan) | $9,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,581 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,846 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,181 | $102,317+65.4% | $146,958+15.1% | $80,856+109.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.32% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,818 | $3,713+29.8% | $4,933-2.3% | $2,755+74.9% |
| Participant deferral / active EE | $8,240 | $6,644+24.0% | $8,070+2.1% | $4,296+91.8% |
| Admin fee / account holder | $123 | $7,941-98.5% | $12,998-99.1% | $6,918-98.2% |