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 VILAGE, CO 80111 | Recordkeeping Fees | $52,646 |
BRIGHTON JONES LLC7 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $37,187 |
GEFFEN MESHER4 years Filed as: GEFFEN MESHER AND CO. P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $27,025 |
Service code 49 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Other Services | $22,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,942 | $95,274+51.1% | $135,903+5.9% | $74,419+93.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 22.28% | 32.77%-10.5pp | 68.23%-45.9pp | 34.38%-12.1pp |
| Employer contribution / active EE | $6,178 | $3,874+59.5% | $4,856+27.2% | $2,637+134.2% |
| Participant deferral / active EE | $9,209 | $7,782+18.3% | $7,758+18.7% | $4,528+103.4% |
| Admin fee / account holder | $292 | $266+9.5% | $10,762-97.3% | $348-16.2% |