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 | $74,393 |
PROVENANCE WEALTH ADVISORS2 years Filed as: PROVENANCE WEALTH ADVISORS LLC Service code 27 200 S BISCAYNE BLVD · MIAMI, FL 331312310 | Advisory (Plan) | $67,668 |
Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $50,838 |
WRIGHT FORD YOUNG & CO8 years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $14,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,011 | $89,436+2.9% | $164,813-44.2% | $77,643+18.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 16.24% | 28.83%-12.6pp | 69.93%-53.7pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,053 | $2,569-20.1% | $4,341-52.7% | $2,726-24.7% |
| Participant deferral / active EE | $6,688 | $4,897+36.6% | $6,031+10.9% | $4,647+43.9% |
| Admin fee / account holder | $287 | $339-15.5% | $12,690-97.7% | $430-33.4% |