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 LLP3 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $32,560 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,169 | $51,045+2.2% | $70,515-26.0% | $71,457-27.0% |
| Participation rate | 87.0% | 59.4%+27.6pp | 68.3%+18.7pp | 67.9%+19.1pp |
| Annual return | 17.55% | 42.63%-25.1pp | 32.77%-15.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,812 | $1,790+1.2% | $2,973-39.1% | $2,588-30.0% |
| Participant deferral / active EE | $5,232 | $3,026+72.9% | $4,567+14.6% | $4,289+22.0% |
| Admin fee / account holder | $207 | $1,994-89.6% | $6,412-96.8% | $1,587-86.9% |