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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $20,853 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,156 |
PASI, LLC4 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $6,585 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $1,615 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $604 |
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 | $114,212 | $87,870+30.0% | $113,168+0.9% | $74,304+53.7% |
| Participation rate | 70.0% | 70.7%-0.8pp | 76.6%-6.6pp | 60.3%+9.6pp |
| Annual return | 14.33% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,161 | $2,277-5.1% | $2,975-27.4% | $2,241-3.6% |
| Participant deferral / active EE | $4,377 | $4,241+3.2% | $5,107-14.3% | $3,767+16.2% |
| Admin fee / account holder | $192 | $3,368-94.3% | $12,068-98.4% | $2,969-93.5% |