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 |
|---|---|---|
Service code 27 45 ROCKEFELLER PLAZA FLOOR 5 · NEW YORK, NY 10111 | Advisory (Plan) | $31,325 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $17,003 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,679 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,461 | $42,886-1.0% | $88,946-52.3% | $85,563-50.4% |
| Participation rate | 100.0% | 37.9%+62.1pp | 68.8%+31.2pp | 66.0%+34.0pp |
| Annual return | 12.66% | 44.56%-31.9pp | 57.82%-45.2pp | 31.51%-18.9pp |
| Employer contribution / active EE | $1,985 | $1,147+73.0% | $2,555-22.3% | $2,654-25.2% |
| Participant deferral / active EE | $4,569 | $2,108+116.7% | $4,581-0.3% | $4,375+4.4% |
| Admin fee / account holder | $51 | $2,263-97.8% | $8,261-99.4% | $834-93.9% |