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 27 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $34,274 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $13,987 |
THE BENEFIT PRACTICE2 years Service code 49 1055 WASHINGTON BLVD, SUITE 610 · STAMFORD, CT 06901 | Other Services | $3,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,631 | $109,881+29.8% | $150,045-4.9% | $84,808+68.2% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 14.13% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $12,333 | $3,561+246.3% | $4,693+162.8% | $2,631+368.8% |
| Participant deferral / active EE | $10,529 | $6,636+58.7% | $7,997+31.7% | $4,212+150.0% |
| Admin fee / account holder | $362 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |