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 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $12,457 |
Filed as: WORLD INVESTMENT ADVISOR LLC Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,031 |
PENTEGRA SERVICES, INC.4 years Service code 27 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Advisory (Plan) | $7,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,813 | $49,915+23.8% | $154,803-60.1% | $74,304-16.8% |
| Participation rate | 68.5% | 54.0%+14.6pp | 78.1%-9.6pp | 60.3%+8.2pp |
| Annual return | 12.11% | 34.06%-21.9pp | 58.88%-46.8pp | 29.43%-17.3pp |
| Employer contribution / active EE | $2,235 | $1,611+38.7% | $4,305-48.1% | $2,241-0.3% |
| Participant deferral / active EE | $3,744 | $2,255+66.0% | $5,540-32.4% | $3,767-0.6% |
| Admin fee / account holder | $195 | $2,189-91.1% | $14,329-98.6% | $2,969-93.4% |