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 7-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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,245 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $10,340 |
ASCENSUS LLC6 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST · CHERRY HILL, NJ 08002 | Contract Administrator | $10,103 |
MMLIS3 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $3,684 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,879 | $55,415-84.0% | $155,509-94.3% | $74,495-88.1% |
| Participation rate | 91.1% | 61.9%+29.2pp | 78.2%+13.0pp | 67.2%+23.9pp |
| Annual return | 14.78% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $825 | $2,267-63.6% | $4,672-82.3% | $2,623-68.5% |
| Participant deferral / active EE | $951 | $2,836-66.5% | $5,626-83.1% | $4,346-78.1% |
| Admin fee / account holder | $187 | $1,738-89.3% | $15,912-98.8% | $1,942-90.4% |