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 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,389 |
CORNERSTONE WEALTH GROUP4 years Filed as: CORNERSTONE WEALTH GROUP, LLC Service code 27 · EIN 82-2502694 | Advisory (Plan) | $16,021 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $2,839 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,073 | $64,705-10.2% | $62,929-7.7% | $67,986-14.6% |
| Participation rate | 54.7% | 65.6%-10.9pp | 73.1%-18.4pp | 57.2%-2.5pp |
| Annual return | 14.08% | 20.31%-6.2pp | 1063.93%-1049.8pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,278 | $2,376-46.2% | $2,505-49.0% | $2,019-36.7% |
| Participant deferral / active EE | $2,520 | $3,198-21.2% | $3,888-35.2% | $3,358-25.0% |
| Admin fee / account holder | $312 | $1,428-78.2% | $5,065-93.8% | $3,203-90.3% |