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 | $83,480 |
AAFCPAS, INC.1 year Service code 10 50 WASHINGTON ST · WESTBOROUGH, MA 01581 | Accounting | $26,396 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,559 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $1,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,422 | $50,982-38.4% | $154,803-79.7% | $85,563-63.3% |
| Participation rate | 56.8% | 59.8%-3.0pp | 78.1%-21.3pp | 66.0%-9.2pp |
| Annual return | 10.67% | 30.35%-19.7pp | 58.88%-48.2pp | 31.51%-20.8pp |
| Employer contribution / active EE | $466 | $1,708-72.7% | $4,305-89.2% | $2,654-82.5% |
| Participant deferral / active EE | $949 | $2,474-61.6% | $5,540-82.9% | $4,375-78.3% |
| Admin fee / account holder | $392 | $846-53.7% | $14,329-97.3% | $834-53.0% |