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 | $28,794 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $20,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,541 | $88,083+11.9% | $164,813-40.2% | $74,495+32.3% |
| Participation rate | 95.8% | 73.0%+22.7pp | 78.6%+17.2pp | 67.2%+28.6pp |
| Annual return | 12.84% | 17.26%-4.4pp | 69.93%-57.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,339 | $2,593-9.8% | $4,341-46.1% | $2,623-10.8% |
| Participant deferral / active EE | $7,837 | $4,498+74.2% | $6,031+29.9% | $4,346+80.3% |
| Admin fee / account holder | $238 | $2,234-89.4% | $12,690-98.1% | $1,942-87.8% |