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 |
|---|---|---|
JONES GREGG FINANCIAL3 years Filed as: JONES GREGG FINANCIAL, LLC Service code 27 6733 FAIRVIEW ROAD, SUITE D · CHARLOTTE, NC 282103652 | Advisory (Plan) | $13,466 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,782 |
PENTEGRA SERVICES, INC.1 year Service code 13 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $2,052 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,313 | $106,236-73.3% | $112,228-74.8% | $64,808-56.3% |
| Participation rate | 40.3% | 71.7%-31.4pp | 75.1%-34.8pp | 71.5%-31.2pp |
| Annual return | -14.33% | -6.02%-8.3pp | 27.45%-41.8pp | 32.82%-47.1pp |
| Employer contribution / active EE | $891 | $3,166-71.8% | $3,635-75.5% | $2,506-64.4% |
| Participant deferral / active EE | $1,397 | $3,785-63.1% | $4,728-70.5% | $4,310-67.6% |
| Admin fee / account holder | $158 | $452-65.0% | $6,410-97.5% | $188-15.8% |