See peer percentile detail. $4.99 for your first month.
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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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $17,088 |
RPW SOLUTIONS LLC1 year Service code 13 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $6,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,689 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $61,272-100.0% | $149,673-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 78.8%-78.8pp | 67.9%-67.9pp |
| Annual return | 11.20% | 35.85%-24.6pp | 134.42%-123.2pp | 28.85%-17.6pp |
| Employer contribution / active EE | $1,894 | $2,378-20.4% | $4,818-60.7% | $2,588-26.8% |
| Participant deferral / active EE | $1,507 | $2,917-48.3% | $5,680-73.5% | $4,289-64.9% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |