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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,166 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $53,966 |
DICK BROWNING INC DBA BROWNING MAZD1 year Service code 99 18827 STUDEBAKER RD · CERRITOS, CA 90703 | Other Fees | $9,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,358 | $56,767-7.8% | $101,794-48.6% | $85,563-38.8% |
| Participation rate | 93.0% | 57.6%+35.4pp | 69.2%+23.8pp | 66.0%+27.0pp |
| Annual return | 16.88% | 17.76%-0.9pp | 30.53%-13.7pp | 31.51%-14.6pp |
| Employer contribution / active EE | $595 | $1,112-46.5% | $2,289-74.0% | $2,654-77.6% |
| Participant deferral / active EE | $4,711 | $2,720+73.2% | $4,084+15.3% | $4,375+7.7% |
| Admin fee / account holder | $180 | $1,098-83.6% | $8,777-98.0% | $834-78.5% |