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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,351 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS,INC DBA FP BY ASC Service code 64 | Recordkeeping Fees | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,189 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,352 | $42,353-7.1% | $79,550-50.5% | $64,808-39.3% |
| Participation rate | 41.4% | 64.8%-23.4pp | 69.5%-28.1pp | 71.5%-30.1pp |
| Annual return | -15.20% | -12.24%-3.0pp | 0.16%-15.4pp | 32.82%-48.0pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,034 | $3,170-4.3% | $3,985-23.9% | $4,310-29.6% |
| Admin fee / account holder | $161 | $160+0.7% | $6,832-97.6% | $188-14.4% |