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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $91,025 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $43,027 |
STANCE CAPITAL4 years Filed as: STANCE CAPITAL LLC Service code 27 131 DARTMOUTH ST STE 301 · BOSTON, MA 02116 | Advisory (Plan) | $43,027 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,114 |
RAPHAEL AND RAPHAEL, LLP4 years Service code 10 52 CHURCH STREET · BOSTON, MA 02116 | Accounting | $9,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,563 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,629 | $107,459-91.0% | $135,903-92.9% | $80,160-88.0% |
| Participation rate | 87.9% | 78.0%+9.9pp | 81.9%+6.0pp | 72.9%+15.0pp |
| Annual return | 19.58% | 91.91%-72.3pp | 68.23%-48.7pp | 40.38%-20.8pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,032 | $8,195-75.2% | $7,758-73.8% | $5,017-59.5% |
| Admin fee / account holder | $204 | $127+60.3% | $10,762-98.1% | $145+40.4% |