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 |
|---|---|---|
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $50,999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,953 |
VWC PS6 years Service code 10 10510 NORTHUP WAY STE 300 · KIRKLAND, WA 98033 | Accounting | $19,500 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $9,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,307 | $49,808+25.1% | $95,745-34.9% | $74,419-16.3% |
| Participation rate | 84.7% | 66.6%+18.2pp | 72.3%+12.5pp | 70.7%+14.0pp |
| Annual return | 20.84% | 24.91%-4.1pp | 28.35%-7.5pp | 34.38%-13.5pp |
| Employer contribution / active EE | $3,728 | $1,639+127.5% | $2,835+31.5% | $2,637+41.4% |
| Participant deferral / active EE | $3,780 | $3,739+1.1% | $4,245-10.9% | $4,528-16.5% |
| Admin fee / account holder | $277 | $311-10.9% | $5,678-95.1% | $348-20.3% |