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 | $34,278 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $14,115 |
Filed as: PRIME PENSIONS, INC. Service code 14 · EIN 46-1224594 | Plan Administrator | $2,823 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $572 |
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.
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 | $35,752 | $50,815-29.6% | $155,509-77.0% | $77,643-54.0% |
| Participation rate | 28.2% | 63.1%-34.9pp | 78.2%-50.0pp | 70.6%-42.3pp |
| Annual return | 22.11% | 34.80%-12.7pp | 64.67%-42.6pp | 31.24%-9.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $965 | $2,822-65.8% | $5,626-82.8% | $4,647-79.2% |
| Admin fee / account holder | $286 | $437-34.4% | $15,912-98.2% | $430-33.5% |