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 FINANCIAL5 years Filed as: JONES GREGG FINANCIAL, LLC Service code 27 6733 FAIRVIEW ROAD, SUITE D · CHARLOTTE, NC 282103652 | Advisory (Plan) | $28,117 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,764 |
PENTEGRA SERVICES, INC.3 years Service code 13 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $5,290 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,426 | $82,917-52.5% | $103,333-61.8% | $77,643-49.2% |
| Participation rate | 40.8% | 71.6%-30.8pp | 74.5%-33.7pp | 70.6%-29.8pp |
| Annual return | 16.57% | 19.13%-2.6pp | 24.88%-8.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,259 | $3,552-64.6% | $3,868-67.5% | $2,726-53.8% |
| Participant deferral / active EE | $2,145 | $4,108-47.8% | $5,057-57.6% | $4,647-53.8% |
| Admin fee / account holder | $275 | $638-56.9% | $8,355-96.7% | $430-36.0% |