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 15 · EIN 84-0467907 | Recordkeeping | $109,573 |
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 | Legal | $23,893 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0318667 | Advisory (Plan) | $13,981 |
KBC HOLDINGS LLC1 year Filed as: KBC HOLDINGS LLC DBA KANON BLOCH CA Service code 27 167 WASHINGTON STREET · NORWELL, MA 02061 | Advisory (Plan) | $5,299 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,950 | $50,815-31.2% | $155,509-77.5% | $77,643-55.0% |
| Participation rate | 89.9% | 63.1%+26.8pp | 78.2%+11.7pp | 70.6%+19.3pp |
| Annual return | 8.01% | 34.80%-26.8pp | 64.67%-56.7pp | 31.24%-23.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,146 | $2,822+11.5% | $5,626-44.1% | $4,647-32.3% |
| Admin fee / account holder | $123 | $437-71.9% | $15,912-99.2% | $430-71.5% |