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 | $60,848 |
Filed as: THE PATRIOT FINANCIAL GROUP INSURAN Service code 27 55 WEST ST STE 201 · WALPOLE, MA 02081 | Advisory (Plan) | $36,508 |
SA STONE WEALTH MANAGEMENT2 years Service code 55 2 PERIMETER PARK S STE 500W · BIRMINGHAM, AL 35243 | Other Commissions | $12,588 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $4,341 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,225 | $95,274+12.5% | $135,903-21.1% | $74,419+44.1% |
| Participation rate | 82.3% | 78.2%+4.1pp | 81.9%+0.4pp | 70.7%+11.6pp |
| Annual return | 17.44% | 32.77%-15.3pp | 68.23%-50.8pp | 34.38%-16.9pp |
| Employer contribution / active EE | $4,554 | $3,874+17.5% | $4,856-6.2% | $2,637+72.7% |
| Participant deferral / active EE | $4,118 | $7,782-47.1% | $7,758-46.9% | $4,528-9.1% |
| Admin fee / account holder | $295 | $266+10.7% | $10,762-97.3% | $348-15.3% |