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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,821 |
MONARCH PLAN ADVISORS7 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $25,739 |
TRUOG-RYDING COMPANY, INC.8 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $19,216 |
Filed as: ADVISED ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,739 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,720 | $65,908-65.5% | $81,812-72.2% | $77,643-70.7% |
| Participation rate | 82.5% | 65.8%+16.7pp | 72.3%+10.2pp | 70.6%+11.9pp |
| Annual return | 14.68% | 26.64%-12.0pp | 773.79%-759.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $850 | $2,370-64.2% | $2,912-70.8% | $2,726-68.8% |
| Participant deferral / active EE | $2,738 | $3,505-21.9% | $4,319-36.6% | $4,647-41.1% |
| Admin fee / account holder | $152 | $526-71.1% | $7,386-97.9% | $430-64.7% |