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 | $14,062 |
AMERICAN REALTY ADVISORS1 year Filed as: AUTRY MUSEUM OF THE AMERICAN WEST Service code 10 4700 WESTERN HERITAGE WAY · LOS ANGELES, CA 90027 | Accounting | $8,500 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $89 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,079 | $52,406-2.5% | $129,207-60.5% | $74,495-31.4% |
| Participation rate | 98.7% | 53.8%+44.9pp | 69.6%+29.0pp | 67.2%+31.5pp |
| Annual return | 14.47% | 15.66%-1.2pp | 9417.33%-9402.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,128 | $1,531+39.1% | $4,153-48.8% | $2,623-18.9% |
| Participant deferral / active EE | $4,262 | $2,794+52.5% | $4,168+2.3% | $4,346-1.9% |
| Admin fee / account holder | $99 | $2,633-96.2% | $7,715-98.7% | $1,942-94.9% |