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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,813 | $45,343+36.3% | $150,298-58.9% | $67,986-9.1% |
| Participation rate | 68.5% | 51.9%+16.7pp | 77.8%-9.2pp | 57.2%+11.3pp |
| Annual return | 12.11% | 33.28%-21.2pp | 62.79%-50.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $2,235 | $1,462+52.9% | $4,154-46.2% | $2,019+10.7% |
| Participant deferral / active EE | $3,744 | $2,055+82.2% | $5,453-31.3% | $3,358+11.5% |
| Admin fee / account holder | $195 | $2,250-91.3% | $14,116-98.6% | $3,203-93.9% |