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 | $67,984-14.6% | $65,493-11.3% | $74,304-21.8% |
| Participation rate | 54.7% | 66.3%-11.6pp | 73.1%-18.4pp | 60.3%-5.6pp |
| Annual return | 14.08% | 19.87%-5.8pp | 982.45%-968.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,278 | $2,491-48.7% | $2,574-50.4% | $2,241-43.0% |
| Participant deferral / active EE | $2,520 | $3,346-24.7% | $3,961-36.4% | $3,767-33.1% |
| Admin fee / account holder | $312 | $1,373-77.3% | $5,028-93.8% | $2,969-89.5% |