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 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $21,025 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,165 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 99 29 SAWYER RD · WALTHAM, MA 024533483 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,175 | $87,013+22.0% | $106,2130% | $80,856+31.3% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.6%-67.6pp |
| Annual return | 11.71% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,666 | $2,395+53.1% | $3,171+15.6% | $2,755+33.1% |
| Participant deferral / active EE | $5,931 | $3,986+48.8% | $5,016+18.2% | $4,296+38.1% |
| Admin fee / account holder | $155 | $8,431-98.2% | $11,033-98.6% | $6,918-97.8% |