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 9-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 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $4,141 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,117 |
Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 1360 E 9TH ST STE 1100 · CLEVELAND, OH 44144 | Advisory (Plan) | $843 |
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $652 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,507 | $91,407-80.8% | $135,903-87.1% | $71,457-75.5% |
| Participation rate | 87.7% | 75.7%+12.0pp | 81.9%+5.8pp | 67.9%+19.8pp |
| Annual return | 9.74% | 29.90%-20.2pp | 68.23%-58.5pp | 28.85%-19.1pp |
| Employer contribution / active EE | $2,138 | $3,703-42.3% | $4,856-56.0% | $2,588-17.4% |
| Participant deferral / active EE | $3,647 | $7,092-48.6% | $7,758-53.0% | $4,289-15.0% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |