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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $27,655 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,861 |
Filed as: PRIME PENSIONS, INC. Service code 14 · EIN 46-1224594 | Plan Administrator | $2,371 |
Filed as: EMPOWER ADVISORY GROUPM LLC Service code 28 · EIN 84-1532243 | Investment Management | $115 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,739 | $47,126-26.3% | $149,673-76.8% | $74,419-53.3% |
| Participation rate | 24.5% | 63.4%-38.9pp | 78.8%-54.3pp | 70.7%-46.3pp |
| Annual return | 16.17% | 22.75%-6.6pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $7 | $1,905-99.6% | $4,818-99.9% | $2,637-99.7% |
| Participant deferral / active EE | $877 | $2,728-67.9% | $5,680-84.6% | $4,528-80.6% |
| Admin fee / account holder | $188 | $343-45.2% | $13,210-98.6% | $348-46.0% |