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 |
|---|---|---|
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $32,598 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,805 | $63,442-27.8% | $68,791-33.4% | $66,914-31.5% |
| Participation rate | 90.2% | 60.0%+30.2pp | 69.0%+21.1pp | 69.8%+20.3pp |
| Annual return | -14.72% | -8.29%-6.4pp | -6.38%-8.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,784 | $1,775+0.5% | $2,655-32.8% | $2,544-29.9% |
| Participant deferral / active EE | $5,781 | $2,945+96.3% | $3,941+46.7% | $4,237+36.4% |
| Admin fee / account holder | $230 | $577-60.2% | $4,932-95.3% | $593-61.2% |