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 | $27,750 |
MONARCH PLAN ADVISORS2 years Filed as: MONARCH CORPORATE ADVISORS INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,272 | $96,484+5.0% | $156,263-35.2% | $74,304+36.3% |
| Participation rate | 95.5% | 67.7%+27.8pp | 78.9%+16.6pp | 60.3%+35.2pp |
| Annual return | 13.80% | 17.73%-3.9pp | 59.47%-45.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,599 | $2,528+2.8% | $4,333-40.0% | $2,241+16.0% |
| Participant deferral / active EE | $8,344 | $4,286+94.7% | $6,158+35.5% | $3,767+121.5% |
| Admin fee / account holder | $221 | $3,728-94.1% | $14,255-98.4% | $2,969-92.6% |