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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 91364 | Recordkeeping Fees | $8,633 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,663 |
POLYCOMP ADMINISTRATIVE SERVICES3+ years Filed as: POLYCOMP ADMINISTRATIVE SERVI., INC Service code 13 6400 CANOGA AVENUE STE 250 · WOODLAND HILLS, CA 91367 | Contract Administrator | $2,000 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,502 | $64,909-31.4% | $82,313-45.9% | $62,292-28.6% |
| Participation rate | 94.1% | 74.9%+19.2pp | 76.9%+17.2pp | 69.5%+24.5pp |
| Annual return | 14.39% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,791 | $1,676+6.9% | $2,428-26.2% | $2,042-12.3% |
| Participant deferral / active EE | $4,346 | $3,103+40.0% | $3,706+17.3% | $3,169+37.1% |
| Admin fee / account holder | $61 | $440-86.1% | $5,608-98.9% | $479-87.2% |