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 | $41,725 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $30,336 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,658 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,515 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. DBA Service code 13 | Contract Administrator | $4,504 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,818 | $55,416-71.5% | $75,972-79.2% | $77,643-79.6% |
| Participation rate | 83.7% | 63.6%+20.1pp | 69.1%+14.7pp | 70.6%+13.1pp |
| Annual return | 11.68% | 17.07%-5.4pp | 359.55%-347.9pp | 31.24%-19.6pp |
| Employer contribution / active EE | $666 | $1,788-62.8% | $2,685-75.2% | $2,726-75.6% |
| Participant deferral / active EE | $1,808 | $3,447-47.5% | $4,255-57.5% | $4,647-61.1% |
| Admin fee / account holder | $127 | $414-69.3% | $6,467-98.0% | $430-70.5% |