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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,210 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 | Other Commissions | $16,026 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Advisory (Plan) | $4,524 |
TRIAD ADVISORS INC1 year Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $4,524 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 10 | Accounting | $3,423 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,635 | $61,272-45.1% | $149,673-77.5% | $71,457-52.9% |
| Participation rate | 35.1% | 62.5%-27.4pp | 78.8%-43.6pp | 67.9%-32.8pp |
| Annual return | 9.01% | 35.85%-26.8pp | 134.42%-125.4pp | 28.85%-19.8pp |
| Employer contribution / active EE | $864 | $2,378-63.7% | $4,818-82.1% | $2,588-66.6% |
| Participant deferral / active EE | $1,381 | $2,917-52.7% | $5,680-75.7% | $4,289-67.8% |
| Admin fee / account holder | $175 | $1,261-86.1% | $13,210-98.7% | $1,587-89.0% |