Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: COMMONWEALTH EQUITY Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $43,484 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,973 |
NWRPC LLC2 years Service code 13 413 29TH STREET NE · PUYALLUP, WA 98372 | Contract Administrator | $5,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,015 | $73,397+51.3% | $178,014-37.6% | $74,546+48.9% |
| Participation rate | 60.6% | 66.6%-6.0pp | 77.1%-16.5pp | 67.2%-6.6pp |
| Annual return | 14.02% | 17.49%-3.5pp | 294.80%-280.8pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $980 | $2,217-55.8% | $3,950-75.2% | $2,624-62.7% |
| Participant deferral / active EE | $4,690 | $4,512+3.9% | $6,276-25.3% | $4,347+7.9% |
| Admin fee / account holder | $703 | $1,809-61.1% | $10,362-93.2% | $1,944-63.8% |