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 |
|---|---|---|
THE BENEFIT PRACTICE6 years Service code 50 · EIN 13-4144565 | Direct Payment | $12,753 |
Filed as: EMPOWER LIFE & ANNUITY INS. CO NY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,296 | $50,815-66.0% | $155,509-88.9% | $77,643-77.7% |
| Participation rate | 12.1% | 63.1%-51.0pp | 78.2%-66.1pp | 70.6%-58.5pp |
| Annual return | 14.83% | 34.80%-20.0pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $45 | $1,993-97.8% | $4,672-99.0% | $2,726-98.4% |
| Participant deferral / active EE | $1,318 | $2,822-53.3% | $5,626-76.6% | $4,647-71.6% |
| Admin fee / account holder | $91 | $437-79.3% | $15,912-99.4% | $430-79.0% |